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 | $12,400 | $107,452-88.5% | $91,541-86.5% | $142,382-91.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 11.95% | 22.06%-10.1pp | 20.50%-8.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,100 | $2,994-63.2% | $2,505-56.1% | $4,299-74.4% |
| Participant deferral / active EE | $850 | $4,754-82.1% | $4,008-78.8% | $6,507-86.9% |
| Admin fee / account holder | $373 | $8,834-95.8% | $6,956-94.6% | $12,624-97.0% |