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 | $24,505 | $114,381-78.6% | $107,525-77.2% | $142,382-82.8% |
| Participation rate | 78.9% | 78.1%+0.8pp | 75.1%+3.9pp | 80.1%-1.2pp |
| Annual return | 42.61% | 242.71%-200.1pp | 181.32%-138.7pp | 217.08%-174.5pp |
| Employer contribution / active EE | $1,458 | $4,015-63.7% | $3,754-61.2% | $4,299-66.1% |
| Participant deferral / active EE | $3,827 | $5,564-31.2% | $5,116-25.2% | $6,507-41.2% |
| Admin fee / account holder | $1,042 | $9,860-89.4% | $8,919-88.3% | $12,624-91.7% |