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 5-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 | $14,080 | $81,248-82.7% | $155,509-90.9% | $80,856-82.6% |
| Participation rate | 89.7% | 66.2%+23.5pp | 78.2%+11.5pp | 67.6%+22.1pp |
| Annual return | 15.48% | 33.31%-17.8pp | 64.67%-49.2pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,371 | $3,100-55.8% | $4,672-70.7% | $2,755-50.2% |
| Participant deferral / active EE | $4,363 | $3,452+26.4% | $5,626-22.5% | $4,296+1.6% |
| Admin fee / account holder | $3,506 | $7,997-56.2% | $15,912-78.0% | $6,918-49.3% |