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 | $20,208 | $114,381-82.3% | $107,525-81.2% | $142,382-85.8% |
| Participation rate | 87.0% | 78.1%+8.8pp | 75.1%+11.9pp | 80.1%+6.8pp |
| Annual return | 21.66% | 242.71%-221.0pp | 181.32%-159.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,212 | $4,015-44.9% | $3,754-41.1% | $4,299-48.6% |
| Participant deferral / active EE | $3,027 | $5,564-45.6% | $5,116-40.8% | $6,507-53.5% |
| Admin fee / account holder | $2,006 | $9,860-79.7% | $8,919-77.5% | $12,624-84.1% |