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 3-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 | $17,661 | $148,534-88.1% | $135,903-87.0% | $139,434-87.3% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 16.23% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,234 | $5,243-76.5% | $4,856-74.6% | $4,751-74.0% |
| Participant deferral / active EE | $3,057 | $8,100-62.3% | $7,758-60.6% | $6,710-54.4% |
| Admin fee / account holder | $771 | $12,400-93.8% | $10,762-92.8% | $11,403-93.2% |