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 | $25,786 | $148,534-82.6% | $135,903-81.0% | $139,434-81.5% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 25.52% | 79.19%-53.7pp | 68.23%-42.7pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,785 | $5,243-46.9% | $4,856-42.7% | $4,751-41.4% |
| Participant deferral / active EE | $5,442 | $8,100-32.8% | $7,758-29.8% | $6,710-18.9% |
| Admin fee / account holder | $314 | $12,400-97.5% | $10,762-97.1% | $11,403-97.3% |