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 | $39,174 | $159,602-75.5% | $150,045-73.9% | $142,382-72.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 55.88% | 70.24%-14.4pp | 62.55%-6.7pp | 217.08%-161.2pp |
| Employer contribution / active EE | $1,693 | $4,961-65.9% | $4,693-63.9% | $4,299-60.6% |
| Participant deferral / active EE | $3,217 | $8,310-61.3% | $7,997-59.8% | $6,507-50.6% |
| Admin fee / account holder | $373 | $14,846-97.5% | $13,435-97.2% | $12,624-97.0% |