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 | $22,714 | $159,602-85.8% | $150,045-84.9% | $142,382-84.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.11% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,031 | $4,961-79.2% | $4,693-78.0% | $4,299-76.0% |
| Participant deferral / active EE | $5,123 | $8,310-38.4% | $7,997-35.9% | $6,507-21.3% |
| Admin fee / account holder | $1,375 | $14,846-90.7% | $13,435-89.8% | $12,624-89.1% |