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 | $7,850 | $95,266-91.8% | $82,389-90.5% | $142,382-94.5% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.5%+21.4pp | 80.1%+10.8pp |
| Annual return | 20.22% | 25.74%-5.5pp | 28.67%-8.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $642 | $2,991-78.5% | $2,517-74.5% | $4,299-85.1% |
| Participant deferral / active EE | $2,651 | $4,809-44.9% | $4,155-36.2% | $6,507-59.3% |
| Admin fee / account holder | $331 | $8,563-96.1% | $7,231-95.4% | $12,624-97.4% |