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 5-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 | $21,582 | $114,381-81.1% | $107,525-79.9% | $142,382-84.8% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 20.80% | 242.71%-221.9pp | 181.32%-160.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,459 | $4,015-63.7% | $3,754-61.1% | $4,299-66.1% |
| Participant deferral / active EE | $3,870 | $5,564-30.4% | $5,116-24.3% | $6,507-40.5% |
| Admin fee / account holder | $466 | $9,860-95.3% | $8,919-94.8% | $12,624-96.3% |