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 6-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 | $18,547 | $148,534-87.5% | $135,903-86.4% | $139,434-86.7% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 26.22% | 79.19%-53.0pp | 68.23%-42.0pp | 372.94%-346.7pp |
| Employer contribution / active EE | $5,044 | $5,243-3.8% | $4,856+3.9% | $4,751+6.2% |
| Participant deferral / active EE | $4,785 | $8,100-40.9% | $7,758-38.3% | $6,710-28.7% |
| Admin fee / account holder | $516 | $12,400-95.8% | $10,762-95.2% | $11,403-95.5% |