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 | $42,122 | $209,336-79.9% | $197,124-78.6% | $137,256-69.3% |
| Participation rate | 81.3% | 87.3%-6.1pp | 86.7%-5.5pp | 80.0%+1.3pp |
| Annual return | 187.64% | 48.09%+139.6pp | 44.34%+143.3pp | 220.34%-32.7pp |
| Employer contribution / active EE | $1,360 | $6,591-79.4% | $6,227-78.2% | $4,156-67.3% |
| Participant deferral / active EE | $3,020 | $9,614-68.6% | $9,135-66.9% | $6,407-52.9% |
| Admin fee / account holder | $2,254 | $17,308-87.0% | $16,298-86.2% | $12,270-81.6% |