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 | $20,031 | $172,111-88.4% | $150,298-86.7% | $137,256-85.4% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 19.03% | 69.37%-50.3pp | 62.79%-43.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,584 | $4,636-65.8% | $4,154-61.9% | $4,156-61.9% |
| Participant deferral / active EE | $7,166 | $6,166+16.2% | $5,453+31.4% | $6,407+11.8% |
| Admin fee / account holder | $1,693 | $16,471-89.7% | $14,116-88.0% | $12,270-86.2% |