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 | $23,594 | $106,749-77.9% | $145,433-83.8% | $82,448-71.4% |
| Participation rate | 88.2% | 75.6%+12.6pp | 82.1%+6.1pp | 68.1%+20.2pp |
| Annual return | 20.60% | 27.59%-7.0pp | 66.58%-46.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $2,305 | $3,444-33.1% | $4,554-49.4% | $2,551-9.6% |
| Participant deferral / active EE | $3,546 | $6,519-45.6% | $7,897-55.1% | $4,139-14.3% |
| Admin fee / account holder | $699 | $8,390-91.7% | $13,129-94.7% | $7,234-90.3% |