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 | $12,273 | $81,248-84.9% | $155,509-92.1% | $80,856-84.8% |
| Participation rate | 76.9% | 66.2%+10.7pp | 78.2%-1.3pp | 67.6%+9.3pp |
| Annual return | 16.78% | 33.31%-16.5pp | 64.67%-47.9pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,777 | $3,100-10.4% | $4,672-40.6% | $2,755+0.8% |
| Participant deferral / active EE | $4,125 | $3,452+19.5% | $5,626-26.7% | $4,296-4.0% |
| Admin fee / account holder | $403 | $7,997-95.0% | $15,912-97.5% | $6,918-94.2% |