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 | $32,276 | $159,602-79.8% | $150,045-78.5% | $142,382-77.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 24.77% | 70.24%-45.5pp | 62.55%-37.8pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,349 | $4,961-72.8% | $4,693-71.3% | $4,299-68.6% |
| Participant deferral / active EE | $6,242 | $8,310-24.9% | $7,997-21.9% | $6,507-4.1% |
| Admin fee / account holder | $646 | $14,846-95.6% | $13,435-95.2% | $12,624-94.9% |