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 | $39,192 | $228,332-82.8% | $185,823-78.9% | $158,922-75.3% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,321 | $4,967-33.1% | $4,087-18.7% | $4,761-30.2% |
| Participant deferral / active EE | $8,030 | $6,415+25.2% | $5,632+42.6% | $5,982+34.2% |
| Admin fee / account holder | $395 | $11,864-96.7% | $9,500-95.8% | $11,246-96.5% |