See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,526 | $179,726-85.2% | $156,263-83.0% | $142,382-81.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 19.62% | 77.86%-58.2pp | 59.47%-39.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,151 | $5,069-57.6% | $4,333-50.3% | $4,299-50.0% |
| Participant deferral / active EE | $3,567 | $6,956-48.7% | $6,158-42.1% | $6,507-45.2% |
| Admin fee / account holder | $586 | $17,272-96.6% | $14,255-95.9% | $12,624-95.4% |