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 | $24,913 | $148,534-83.2% | $135,903-81.7% | $139,434-82.1% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 33.69% | 79.19%-45.5pp | 68.23%-34.5pp | 372.94%-339.2pp |
| Employer contribution / active EE | $7,001 | $5,243+33.5% | $4,856+44.2% | $4,751+47.4% |
| Participant deferral / active EE | $12,338 | $8,100+52.3% | $7,758+59.0% | $6,710+83.9% |
| Admin fee / account holder | $2,664 | $12,400-78.5% | $10,762-75.2% | $11,403-76.6% |