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 | $40,292 | $127,065-68.3% | $113,168-64.4% | $142,382-71.7% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 19.01% | 24.03%-5.0pp | 24.27%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,466 | $3,442-28.4% | $2,975-17.1% | $4,299-42.6% |
| Participant deferral / active EE | $12,110 | $5,716+111.9% | $5,107+137.1% | $6,507+86.1% |
| Admin fee / account holder | $5,074 | $15,736-67.8% | $12,068-58.0% | $12,624-59.8% |