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 | $38,224 | $87,013-56.1% | $106,213-64.0% | $80,856-52.7% |
| Participation rate | 89.7% | 70.4%+19.2pp | 75.3%+14.4pp | 67.6%+22.0pp |
| Annual return | 12.60% | 17.05%-4.5pp | 116.14%-103.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,069 | $2,395-13.6% | $3,171-34.8% | $2,755-24.9% |
| Participant deferral / active EE | $5,356 | $3,986+34.4% | $5,016+6.8% | $4,296+24.7% |
| Admin fee / account holder | $1,809 | $8,431-78.5% | $11,033-83.6% | $6,918-73.8% |