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 | $8,992 | $60,892-85.2% | $82,389-89.1% | $84,808-89.4% |
| Participation rate | 89.6% | 63.3%+26.3pp | 69.5%+20.0pp | 68.3%+21.2pp |
| Annual return | 19.13% | 37.29%-18.2pp | 28.67%-9.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,051 | $1,779+15.2% | $2,517-18.5% | $2,631-22.1% |
| Participant deferral / active EE | $2,219 | $3,179-30.2% | $4,155-46.6% | $4,212-47.3% |
| Admin fee / account holder | $1,891 | $5,467-65.4% | $7,231-73.9% | $7,344-74.3% |