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 | $10,481 | $85,022-87.7% | $70,515-85.1% | $139,434-92.5% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.3%+11.7pp | 80.3%-0.3pp |
| Annual return | 33.38% | 30.38%+3.0pp | 32.77%+0.6pp | 372.94%-339.6pp |
| Employer contribution / active EE | $1,560 | $3,909-60.1% | $2,973-47.5% | $4,751-67.2% |
| Participant deferral / active EE | $3,712 | $5,890-37.0% | $4,567-18.7% | $6,710-44.7% |
| Admin fee / account holder | $663 | $8,906-92.6% | $6,412-89.7% | $11,403-94.2% |