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 | $18,137 | $183,592-90.1% | $155,567-88.3% | $145,959-87.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.81% | 61.24%-45.4pp | 64.74%-48.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,399 | $5,315-73.7% | $4,674-70.1% | $4,661-70.0% |
| Participant deferral / active EE | $2,726 | $6,464-57.8% | $5,628-51.6% | $6,689-59.2% |
| Admin fee / account holder | $1,451 | $19,318-92.5% | $15,916-90.9% | $13,398-89.2% |