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 | $183,519-90.1% | $155,509-88.3% | $145,922-87.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.81% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,399 | $5,313-73.7% | $4,672-70.1% | $4,660-70.0% |
| Participant deferral / active EE | $2,726 | $6,462-57.8% | $5,626-51.5% | $6,688-59.2% |
| Admin fee / account holder | $1,451 | $19,313-92.5% | $15,912-90.9% | $13,397-89.2% |