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 | $20,803 | $104,974-80.2% | $95,585-78.2% | $142,382-85.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 22.61% | 210.33%-187.7pp | 38.56%-15.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $3,411 | $2,779+22.8% | $2,527+35.0% | $4,299-20.7% |
| Participant deferral / active EE | $6,166 | $4,352+41.7% | $4,023+53.3% | $6,507-5.3% |
| Admin fee / account holder | $375 | $6,386-94.1% | $6,127-93.9% | $12,624-97.0% |