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 | $24,193 | $159,602-84.8% | $150,045-83.9% | $142,382-83.0% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 32.91% | 70.24%-37.3pp | 62.55%-29.6pp | 217.08%-184.2pp |
| Employer contribution / active EE | $2,218 | $4,961-55.3% | $4,693-52.7% | $4,299-48.4% |
| Participant deferral / active EE | $5,853 | $8,310-29.6% | $7,997-26.8% | $6,507-10.0% |
| Admin fee / account holder | $1,587 | $14,846-89.3% | $13,435-88.2% | $12,624-87.4% |