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 | $20,370 | $64,839-68.6% | $95,585-78.7% | $84,808-76.0% |
| Participation rate | 92.5% | 63.8%+28.7pp | 72.1%+20.4pp | 68.3%+24.2pp |
| Annual return | 27.77% | -670.96%+698.7pp | 38.56%-10.8pp | 40.90%-13.1pp |
| Employer contribution / active EE | $3,254 | $1,759+85.0% | $2,527+28.8% | $2,631+23.7% |
| Participant deferral / active EE | $5,260 | $2,965+77.4% | $4,023+30.8% | $4,212+24.9% |
| Admin fee / account holder | $379 | $5,964-93.7% | $6,127-93.8% | $7,344-94.8% |