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 | $26,686 | $214,378-87.6% | $200,582-86.7% | $142,382-81.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.85% | 46.41%-23.6pp | 42.33%-19.5pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,760 | $6,841-74.3% | $6,419-72.6% | $4,299-59.1% |
| Participant deferral / active EE | $4,918 | $9,865-50.1% | $9,331-47.3% | $6,507-24.4% |
| Admin fee / account holder | $532 | $17,692-97.0% | $16,305-96.7% | $12,624-95.8% |