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 | $24,115 | $177,572-86.4% | $154,803-84.4% | $142,382-83.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 30.99% | 65.07%-34.1pp | 58.88%-27.9pp | 217.08%-186.1pp |
| Employer contribution / active EE | $1,588 | $4,810-67.0% | $4,305-63.1% | $4,299-63.1% |
| Participant deferral / active EE | $5,613 | $6,272-10.5% | $5,540+1.3% | $6,507-13.7% |
| Admin fee / account holder | $661 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |