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 | $37,520 | $178,174-78.9% | $156,181-76.0% | $137,256-72.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 16.57% | 84.19%-67.6pp | 64.87%-48.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,176 | $4,972-56.2% | $4,294-49.3% | $4,156-47.6% |
| Participant deferral / active EE | $4,686 | $6,888-32.0% | $6,132-23.6% | $6,407-26.9% |
| Admin fee / account holder | $3,367 | $17,404-80.7% | $14,586-76.9% | $12,270-72.6% |