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 | $14,457 | $172,111-91.6% | $150,298-90.4% | $137,256-89.5% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 30.32% | 69.37%-39.1pp | 62.79%-32.5pp | 220.34%-190.0pp |
| Employer contribution / active EE | $1,273 | $4,636-72.5% | $4,154-69.4% | $4,156-69.4% |
| Participant deferral / active EE | $5,702 | $6,166-7.5% | $5,453+4.6% | $6,407-11.0% |
| Admin fee / account holder | $1,766 | $16,471-89.3% | $14,116-87.5% | $12,270-85.6% |