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 5-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 | $24,946 | $179,726-86.1% | $156,263-84.0% | $142,382-82.5% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.9%+14.4pp | 80.1%+13.2pp |
| Annual return | 21.37% | 77.86%-56.5pp | 59.47%-38.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,638 | $5,069-48.0% | $4,333-39.1% | $4,299-38.6% |
| Participant deferral / active EE | $4,596 | $6,956-33.9% | $6,158-25.4% | $6,507-29.4% |
| Admin fee / account holder | $858 | $17,272-95.0% | $14,255-94.0% | $12,624-93.2% |