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 | $26,503 | $154,228-82.8% | $145,433-81.8% | $137,256-80.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 22.33% | 74.59%-52.3pp | 66.58%-44.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,438 | $4,804-49.2% | $4,554-46.5% | $4,156-41.3% |
| Participant deferral / active EE | $4,187 | $8,216-49.0% | $7,897-47.0% | $6,407-34.6% |
| Admin fee / account holder | $752 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |