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 6-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 | $41,574 | $185,822-77.6% | $169,993-75.5% | $139,434-70.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 21.29% | 60.50%-39.2pp | 53.37%-32.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,850 | $7,590-75.6% | $6,785-72.7% | $4,751-61.1% |
| Participant deferral / active EE | $6,708 | $11,622-42.3% | $10,408-35.5% | $6,7100% |
| Admin fee / account holder | $759 | $15,381-95.1% | $12,815-94.1% | $11,403-93.3% |