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 | $42,985 | $214,378-79.9% | $200,582-78.6% | $142,382-69.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 19.43% | 46.41%-27.0pp | 42.33%-22.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,817 | $6,841-73.4% | $6,419-71.7% | $4,299-57.7% |
| Participant deferral / active EE | $8,636 | $9,865-12.5% | $9,331-7.5% | $6,507+32.7% |
| Admin fee / account holder | $378 | $17,692-97.9% | $16,305-97.7% | $12,624-97.0% |