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 | $25,598 | $100,970-74.6% | $96,576-73.5% | $137,256-81.3% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 18.79% | 38.16%-19.4pp | 38.47%-19.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,129 | $3,809-44.1% | $3,553-40.1% | $4,156-48.8% |
| Participant deferral / active EE | $3,899 | $8,286-52.9% | $7,956-51.0% | $6,407-39.1% |
| Admin fee / account holder | $535 | $11,312-95.3% | $11,381-95.3% | $12,270-95.6% |