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 | $13,122 | $111,814-88.3% | $103,374-87.3% | $145,959-91.0% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 10.86% | 24.77%-13.9pp | 24.89%-14.0pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,641 | $4,214-61.1% | $3,869-57.6% | $4,661-64.8% |
| Participant deferral / active EE | $3,605 | $5,618-35.8% | $5,058-28.7% | $6,689-46.1% |
| Admin fee / account holder | $1,567 | $9,754-83.9% | $8,394-81.3% | $13,398-88.3% |