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 | $16,911 | $172,478-90.2% | $145,661-88.4% | $142,382-88.1% |
| Participation rate | 77.8% | 80.1%-2.3pp | 77.2%+0.6pp | 80.1%-2.3pp |
| Annual return | 10.24% | 151.09%-140.8pp | 101.46%-91.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,624 | $4,899-66.9% | $4,238-61.7% | $4,299-62.2% |
| Participant deferral / active EE | $4,775 | $8,348-42.8% | $7,198-33.7% | $6,507-26.6% |
| Admin fee / account holder | $775 | $16,864-95.4% | $12,466-93.8% | $12,624-93.9% |