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 | $17,576 | $57,590-69.5% | $86,233-79.6% | $82,448-78.7% |
| Participation rate | 97.4% | 57.9%+39.6pp | 69.0%+28.4pp | 68.1%+29.4pp |
| Annual return | 17.17% | 22.41%-5.2pp | 61.39%-44.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,112 | $1,655-32.8% | $2,504-55.6% | $2,551-56.4% |
| Participant deferral / active EE | $3,168 | $3,080+2.9% | $4,559-30.5% | $4,139-23.5% |
| Admin fee / account holder | $1,091 | $4,730-76.9% | $8,342-86.9% | $7,234-84.9% |