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 | $6,550 | $51,175-87.2% | $70,515-90.7% | $75,163-91.3% |
| Participation rate | 82.9% | 60.9%+21.9pp | 68.3%+14.5pp | 67.2%+15.7pp |
| Annual return | 19.04% | 30.02%-11.0pp | 32.77%-13.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,096 | $1,826-40.0% | $2,973-63.2% | $2,670-59.0% |
| Participant deferral / active EE | $3,397 | $2,849+19.2% | $4,567-25.6% | $4,125-17.7% |
| Admin fee / account holder | $1,203 | $4,091-70.6% | $6,412-81.2% | $5,651-78.7% |