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 | $17,841 | $177,572-90.0% | $154,803-88.5% | $142,382-87.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 27.02% | 65.07%-38.1pp | 58.88%-31.9pp | 217.08%-190.1pp |
| Employer contribution / active EE | $2,291 | $4,810-52.4% | $4,305-46.8% | $4,299-46.7% |
| Participant deferral / active EE | $3,571 | $6,272-43.1% | $5,540-35.5% | $6,507-45.1% |
| Admin fee / account holder | $1,587 | $16,786-90.5% | $14,329-88.9% | $12,624-87.4% |