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 | $26,629 | $167,307-84.1% | $143,757-81.5% | $134,475-80.2% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | 81.25% | 0.46%+80.8pp | -0.04%+81.3pp | 417.96%-336.7pp |
| Employer contribution / active EE | $2,777 | $5,619-50.6% | $4,951-43.9% | $4,740-41.4% |
| Participant deferral / active EE | $7,538 | $6,446+16.9% | $5,637+33.7% | $6,400+17.8% |
| Admin fee / account holder | $646 | $18,088-96.4% | $14,673-95.6% | $11,426-94.4% |