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 8-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 | $24,570 | $165,335-85.1% | $149,696-83.6% | $158,922-84.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 19.48% | 348.15%-328.7pp | 276.60%-257.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,968 | $5,103-61.4% | $4,644-57.6% | $4,761-58.7% |
| Participant deferral / active EE | $4,489 | $7,181-37.5% | $6,842-34.4% | $5,982-25.0% |
| Admin fee / account holder | $396 | $10,807-96.3% | $9,309-95.7% | $11,246-96.5% |