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 | $14,152 | $58,627-75.9% | $76,735-81.6% | $82,448-82.8% |
| Participation rate | 85.7% | 63.2%+22.5pp | 69.5%+16.2pp | 68.1%+17.6pp |
| Annual return | 15.89% | 39.10%-23.2pp | 29.77%-13.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,485 | $1,729-14.1% | $2,454-39.5% | $2,551-41.8% |
| Participant deferral / active EE | $4,183 | $3,134+33.5% | $4,088+2.3% | $4,139+1.1% |
| Admin fee / account holder | $2,363 | $5,323-55.6% | $7,189-67.1% | $7,234-67.3% |