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 | $19,709 | $159,602-87.7% | $150,045-86.9% | $142,382-86.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 22.90% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,634 | $4,961-67.1% | $4,693-65.2% | $4,299-62.0% |
| Participant deferral / active EE | $5,367 | $8,310-35.4% | $7,997-32.9% | $6,507-17.5% |
| Admin fee / account holder | $586 | $14,846-96.1% | $13,435-95.6% | $12,624-95.4% |