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 7-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 | $28,735 | $177,572-83.8% | $154,803-81.4% | $142,382-79.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 39.23% | 65.07%-25.8pp | 58.88%-19.7pp | 217.08%-177.8pp |
| Employer contribution / active EE | $1,465 | $4,810-69.5% | $4,305-66.0% | $4,299-65.9% |
| Participant deferral / active EE | $3,494 | $6,272-44.3% | $5,540-36.9% | $6,507-46.3% |
| Admin fee / account holder | $684 | $16,786-95.9% | $14,329-95.2% | $12,624-94.6% |