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 8-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 | $15,082 | $57,057-73.6% | $85,009-82.3% | $80,874-81.4% |
| Participation rate | 78.0% | 56.4%+21.7pp | 67.5%+10.5pp | 67.6%+10.4pp |
| Annual return | 15.12% | 21.66%-6.5pp | 66.47%-51.3pp | 35.62%-20.5pp |
| Employer contribution / active EE | $1,247 | $1,799-30.7% | $2,728-54.3% | $2,756-54.8% |
| Participant deferral / active EE | $2,552 | $3,112-18.0% | $4,522-43.6% | $4,297-40.6% |
| Admin fee / account holder | $1,650 | $4,986-66.9% | $6,153-73.2% | $6,935-76.2% |