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 | $17,112 | $177,572-90.4% | $154,803-88.9% | $142,382-88.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 52.03% | 65.07%-13.0pp | 58.88%-6.9pp | 217.08%-165.0pp |
| Employer contribution / active EE | $3,369 | $4,810-30.0% | $4,305-21.8% | $4,299-21.6% |
| Participant deferral / active EE | $6,858 | $6,272+9.4% | $5,540+23.8% | $6,507+5.4% |
| Admin fee / account holder | $611 | $16,786-96.4% | $14,329-95.7% | $12,624-95.2% |