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 6-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 | $29,116 | $127,065-77.1% | $113,168-74.3% | $142,382-79.6% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 14.17% | 24.03%-9.9pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,432 | $3,442-58.4% | $2,975-51.9% | $4,299-66.7% |
| Participant deferral / active EE | $2,913 | $5,716-49.0% | $5,107-42.9% | $6,507-55.2% |
| Admin fee / account holder | $428 | $15,736-97.3% | $12,068-96.5% | $12,624-96.6% |