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 3-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 | $8,672 | $58,627-85.2% | $76,735-88.7% | $82,448-89.5% |
| Participation rate | 91.7% | 63.2%+28.4pp | 69.5%+22.2pp | 68.1%+23.6pp |
| Annual return | 21.62% | 39.10%-17.5pp | 29.77%-8.1pp | 41.64%-20.0pp |
| Employer contribution / active EE | $1,445 | $1,729-16.4% | $2,454-41.1% | $2,551-43.3% |
| Participant deferral / active EE | $2,230 | $3,134-28.8% | $4,088-45.5% | $4,139-46.1% |
| Admin fee / account holder | $614 | $5,323-88.5% | $7,189-91.5% | $7,234-91.5% |