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 3-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 | $34,971 | $177,572-80.3% | $154,803-77.4% | $142,382-75.4% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 22.43% | 65.07%-42.6pp | 58.88%-36.5pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,831 | $4,810-61.9% | $4,305-57.5% | $4,299-57.4% |
| Participant deferral / active EE | $5,882 | $6,272-6.2% | $5,540+6.2% | $6,507-9.6% |
| Admin fee / account holder | $547 | $16,786-96.7% | $14,329-96.2% | $12,624-95.7% |