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 | $39,763 | $177,572-77.6% | $154,803-74.3% | $142,382-72.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 21.13% | 65.07%-43.9pp | 58.88%-37.8pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,909 | $4,810-39.5% | $4,305-32.4% | $4,299-32.3% |
| Participant deferral / active EE | $10,979 | $6,272+75.1% | $5,540+98.2% | $6,507+68.7% |
| Admin fee / account holder | $1,498 | $16,786-91.1% | $14,329-89.5% | $12,624-88.1% |