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 | $44,150 | $64,890-32.0% | $134,172-67.1% | $67,986-35.1% |
| Participation rate | 70.9% | 48.5%+22.3pp | 72.5%-1.6pp | 57.2%+13.7pp |
| Annual return | 16.42% | 16.12%+0.3pp | 25.30%-8.9pp | 31.67%-15.2pp |
| Employer contribution / active EE | $1,916 | $1,360+40.9% | $3,420-44.0% | $2,019-5.1% |
| Participant deferral / active EE | $3,061 | $2,289+33.8% | $4,690-34.7% | $3,358-8.8% |
| Admin fee / account holder | $1,426 | $3,140-54.6% | $12,016-88.1% | $3,203-55.5% |