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 7-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 | $19,921 | $148,534-86.6% | $135,903-85.3% | $139,434-85.7% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 12.99% | 79.19%-66.2pp | 68.23%-55.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,443 | $5,243-72.5% | $4,856-70.3% | $4,751-69.6% |
| Participant deferral / active EE | $4,644 | $8,100-42.7% | $7,758-40.1% | $6,710-30.8% |
| Admin fee / account holder | $410 | $12,400-96.7% | $10,762-96.2% | $11,403-96.4% |