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 | $23,749 | $114,381-79.2% | $107,525-77.9% | $142,382-83.3% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 20.06% | 242.71%-222.6pp | 181.32%-161.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,498 | $4,015-37.8% | $3,754-33.4% | $4,299-41.9% |
| Participant deferral / active EE | $6,645 | $5,564+19.4% | $5,116+29.9% | $6,507+2.1% |
| Admin fee / account holder | $683 | $9,860-93.1% | $8,919-92.3% | $12,624-94.6% |