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 | $26,319 | $179,726-85.4% | $156,263-83.2% | $142,382-81.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 21.95% | 77.86%-55.9pp | 59.47%-37.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,190 | $5,069-56.8% | $4,333-49.5% | $4,299-49.1% |
| Participant deferral / active EE | $4,102 | $6,956-41.0% | $6,158-33.4% | $6,507-37.0% |
| Admin fee / account holder | $599 | $17,272-96.5% | $14,255-95.8% | $12,624-95.3% |