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 | $21,599 | $159,602-86.5% | $150,045-85.6% | $142,382-84.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 24.98% | 70.24%-45.3pp | 62.55%-37.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $2,170 | $4,961-56.3% | $4,693-53.8% | $4,299-49.5% |
| Participant deferral / active EE | $4,058 | $8,310-51.2% | $7,997-49.3% | $6,507-37.6% |
| Admin fee / account holder | $1,848 | $14,846-87.6% | $13,435-86.2% | $12,624-85.4% |