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 | $14,287 | $177,572-92.0% | $154,803-90.8% | $142,382-90.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 26.84% | 65.07%-38.2pp | 58.88%-32.0pp | 217.08%-190.2pp |
| Employer contribution / active EE | $1,265 | $4,810-73.7% | $4,305-70.6% | $4,299-70.6% |
| Participant deferral / active EE | $5,831 | $6,272-7.0% | $5,540+5.2% | $6,507-10.4% |
| Admin fee / account holder | $406 | $16,786-97.6% | $14,329-97.2% | $12,624-96.8% |