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 | $34,891 | $159,602-78.1% | $150,045-76.7% | $142,382-75.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 18.71% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,021 | $4,961-59.3% | $4,693-56.9% | $4,299-53.0% |
| Participant deferral / active EE | $4,998 | $8,310-39.9% | $7,997-37.5% | $6,507-23.2% |
| Admin fee / account holder | $2,958 | $14,846-80.1% | $13,435-78.0% | $12,624-76.6% |