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 | $28,398 | $159,602-82.2% | $150,045-81.1% | $142,382-80.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 24.51% | 70.24%-45.7pp | 62.55%-38.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,283 | $4,961-54.0% | $4,693-51.4% | $4,299-46.9% |
| Participant deferral / active EE | $4,178 | $8,310-49.7% | $7,997-47.8% | $6,507-35.8% |
| Admin fee / account holder | $625 | $14,846-95.8% | $13,435-95.3% | $12,624-95.0% |