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 | $101,618-79.5% | $93,063-77.6% | $137,256-84.8% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 22.61% | 223.95%-201.3pp | 34.15%-11.5pp | 220.34%-197.7pp |
| Employer contribution / active EE | $3,411 | $2,707+26.0% | $2,476+37.8% | $4,156-17.9% |
| Participant deferral / active EE | $6,166 | $4,279+44.1% | $3,958+55.8% | $6,407-3.8% |
| Admin fee / account holder | $375 | $6,198-94.0% | $6,033-93.8% | $12,270-96.9% |