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 | $35,507 | $148,534-76.1% | $135,903-73.9% | $139,434-74.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 31.94% | 79.19%-47.2pp | 68.23%-36.3pp | 372.94%-341.0pp |
| Employer contribution / active EE | $3,552 | $5,243-32.2% | $4,856-26.8% | $4,751-25.2% |
| Participant deferral / active EE | $12,541 | $8,100+54.8% | $7,758+61.7% | $6,710+86.9% |
| Admin fee / account holder | $456 | $12,400-96.3% | $10,762-95.8% | $11,403-96.0% |