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 | $20,597 | $177,572-88.4% | $154,803-86.7% | $142,382-85.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 16.86% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,214 | $4,810-74.8% | $4,305-71.8% | $4,299-71.8% |
| Participant deferral / active EE | $3,978 | $6,272-36.6% | $5,540-28.2% | $6,507-38.9% |
| Admin fee / account holder | $1,390 | $16,786-91.7% | $14,329-90.3% | $12,624-89.0% |