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 | $16,558 | $111,754-85.2% | $103,333-84.0% | $145,922-88.7% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 12.42% | 24.77%-12.4pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,430 | $4,212-42.3% | $3,868-37.2% | $4,660-47.9% |
| Participant deferral / active EE | $3,660 | $5,619-34.9% | $5,057-27.6% | $6,688-45.3% |
| Admin fee / account holder | $1,545 | $9,750-84.2% | $8,355-81.5% | $13,397-88.5% |