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 | $13,367 | $172,111-92.2% | $150,298-91.1% | $137,256-90.3% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 33.04% | 69.37%-36.3pp | 62.79%-29.7pp | 220.34%-187.3pp |
| Employer contribution / active EE | $1,369 | $4,636-70.5% | $4,154-67.1% | $4,156-67.1% |
| Participant deferral / active EE | $4,713 | $6,166-23.6% | $5,453-13.6% | $6,407-26.4% |
| Admin fee / account holder | $481 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |