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 | $24,929 | $88,672-71.9% | $105,223-76.3% | $82,448-69.8% |
| Participation rate | 88.6% | 67.9%+20.7pp | 75.0%+13.6pp | 68.1%+20.6pp |
| Annual return | 24.07% | 30.86%-6.8pp | 180.65%-156.6pp | 41.64%-17.6pp |
| Employer contribution / active EE | $3,196 | $3,048+4.9% | $3,689-13.3% | $2,551+25.3% |
| Participant deferral / active EE | $4,822 | $4,036+19.5% | $5,072-4.9% | $4,139+16.5% |
| Admin fee / account holder | $1,756 | $7,146-75.4% | $8,859-80.2% | $7,234-75.7% |