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 | $38,339 | $159,602-76.0% | $150,045-74.4% | $142,382-73.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 25.54% | 70.24%-44.7pp | 62.55%-37.0pp | 217.08%-191.5pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $18,092 | $8,310+117.7% | $7,997+126.2% | $6,507+178.0% |
| Admin fee / account holder | $2,233 | $14,846-85.0% | $13,435-83.4% | $12,624-82.3% |