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 | $29,723 | $148,534-80.0% | $135,903-78.1% | $139,434-78.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.44% | 79.19%-62.8pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,937 | $5,243-63.0% | $4,856-60.1% | $4,751-59.2% |
| Participant deferral / active EE | $3,324 | $8,100-59.0% | $7,758-57.2% | $6,710-50.5% |
| Admin fee / account holder | $924 | $12,400-92.6% | $10,762-91.4% | $11,403-91.9% |