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 | $57,000 | $78,705-27.6% | $117,854-51.6% | $70,131-18.7% |
| Participation rate | 90.2% | 73.2%+17.1pp | 79.7%+10.6pp | 69.5%+20.7pp |
| Annual return | 14.73% | 23.30%-8.6pp | 335.08%-320.3pp | 73.14%-58.4pp |
| Employer contribution / active EE | $813 | $2,223-63.4% | $3,786-78.5% | $2,342-65.3% |
| Participant deferral / active EE | $5,498 | $3,297+66.7% | $4,482+22.7% | $3,332+65.0% |
| Admin fee / account holder | $3,929 | $5,065-22.4% | $8,020-51.0% | $4,645-15.4% |