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 | $17,094 | $177,572-90.4% | $154,803-89.0% | $142,382-88.0% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.1%+16.9pp | 80.1%+14.9pp |
| Annual return | 24.68% | 65.07%-40.4pp | 58.88%-34.2pp | 217.08%-192.4pp |
| Employer contribution / active EE | $2,095 | $4,810-56.4% | $4,305-51.3% | $4,299-51.3% |
| Participant deferral / active EE | $4,100 | $6,272-34.6% | $5,540-26.0% | $6,507-37.0% |
| Admin fee / account holder | $380 | $16,786-97.7% | $14,329-97.3% | $12,624-97.0% |