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 | $58,627-84.7% | $76,735-88.3% | $82,448-89.1% |
| Participation rate | 89.6% | 63.2%+26.3pp | 69.5%+20.1pp | 68.1%+21.5pp |
| Annual return | 19.13% | 39.10%-20.0pp | 29.77%-10.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,051 | $1,729+18.6% | $2,454-16.4% | $2,551-19.6% |
| Participant deferral / active EE | $2,219 | $3,134-29.2% | $4,088-45.7% | $4,139-46.4% |
| Admin fee / account holder | $1,891 | $5,323-64.5% | $7,189-73.7% | $7,234-73.9% |