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 | $29,718 | $179,726-83.5% | $156,263-81.0% | $142,382-79.1% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 24.28% | 77.86%-53.6pp | 59.47%-35.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $2,378 | $5,069-53.1% | $4,333-45.1% | $4,299-44.7% |
| Participant deferral / active EE | $9,071 | $6,956+30.4% | $6,158+47.3% | $6,507+39.4% |
| Admin fee / account holder | $318 | $17,272-98.2% | $14,255-97.8% | $12,624-97.5% |