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 | $30,978 | $114,381-72.9% | $107,525-71.2% | $142,382-78.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 21.15% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,705 | $4,015-32.6% | $3,754-27.9% | $4,299-37.1% |
| Participant deferral / active EE | $5,808 | $5,564+4.4% | $5,116+13.5% | $6,507-10.8% |
| Admin fee / account holder | $1,954 | $9,860-80.2% | $8,919-78.1% | $12,624-84.5% |