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 | $19,406 | $111,754-82.6% | $103,333-81.2% | $145,922-86.7% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 23.14% | 24.77%-1.6pp | 24.88%-1.7pp | 561.29%-538.1pp |
| Employer contribution / active EE | $4,497 | $4,212+6.8% | $3,868+16.3% | $4,660-3.5% |
| Participant deferral / active EE | $8,019 | $5,619+42.7% | $5,057+58.6% | $6,688+19.9% |
| Admin fee / account holder | $493 | $9,750-94.9% | $8,355-94.1% | $13,397-96.3% |