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 | $21,222 | $114,381-81.4% | $107,525-80.3% | $142,382-85.1% |
| Participation rate | 87.0% | 78.1%+8.8pp | 75.1%+11.9pp | 80.1%+6.8pp |
| Annual return | 24.96% | 242.71%-217.7pp | 181.32%-156.4pp | 217.08%-192.1pp |
| Employer contribution / active EE | $3,226 | $4,015-19.7% | $3,754-14.1% | $4,299-25.0% |
| Participant deferral / active EE | $6,166 | $5,564+10.8% | $5,116+20.5% | $6,507-5.2% |
| Admin fee / account holder | $1,244 | $9,860-87.4% | $8,919-86.0% | $12,624-90.1% |