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 | $21,667 | $117,983-81.6% | $101,794-78.7% | $142,382-84.8% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.2%+11.8pp | 80.1%+0.8pp |
| Annual return | 19.19% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,978 | $2,773-28.7% | $2,289-13.6% | $4,299-54.0% |
| Participant deferral / active EE | $2,387 | $4,714-49.4% | $4,084-41.6% | $6,507-63.3% |
| Admin fee / account holder | $1,717 | $10,433-83.5% | $8,777-80.4% | $12,624-86.4% |