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 | $15,075 | $106,515-85.8% | $96,683-84.4% | $139,434-89.2% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 18.33% | 38.43%-20.1pp | 35.69%-17.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,332 | $4,103-43.2% | $3,737-37.6% | $4,751-50.9% |
| Participant deferral / active EE | $6,787 | $5,454+24.4% | $4,878+39.1% | $6,710+1.1% |
| Admin fee / account holder | $1,314 | $7,877-83.3% | $6,730-80.5% | $11,403-88.5% |