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 | $43,018 | $148,534-71.0% | $135,903-68.3% | $139,434-69.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 22.89% | 79.19%-56.3pp | 68.23%-45.3pp | 372.94%-350.1pp |
| Employer contribution / active EE | $2,124 | $5,243-59.5% | $4,856-56.3% | $4,751-55.3% |
| Participant deferral / active EE | $4,945 | $8,100-38.9% | $7,758-36.3% | $6,710-26.3% |
| Admin fee / account holder | $318 | $12,400-97.4% | $10,762-97.0% | $11,403-97.2% |