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 | $15,116 | $57,016-73.5% | $84,966-82.2% | $80,856-81.3% |
| Participation rate | 82.8% | 56.3%+26.4pp | 67.5%+15.3pp | 67.6%+15.1pp |
| Annual return | 12.89% | 21.66%-8.8pp | 66.38%-53.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,651 | $1,798-8.1% | $2,727-39.5% | $2,755-40.1% |
| Participant deferral / active EE | $4,802 | $3,110+54.4% | $4,519+6.2% | $4,296+11.8% |
| Admin fee / account holder | $1,107 | $4,980-77.8% | $6,149-82.0% | $6,918-84.0% |