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 | $33,363 | $101,618-67.2% | $93,063-64.1% | $137,256-75.7% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 22.42% | 223.95%-201.5pp | 34.15%-11.7pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,654 | $2,707-38.9% | $2,476-33.2% | $4,156-60.2% |
| Participant deferral / active EE | $2,290 | $4,279-46.5% | $3,958-42.1% | $6,407-64.3% |
| Admin fee / account holder | $996 | $6,198-83.9% | $6,033-83.5% | $12,270-91.9% |