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 | $20,371 | $106,584-80.9% | $101,326-79.9% | $142,382-85.7% |
| Participation rate | 93.8% | 82.7%+11.1pp | 81.5%+12.3pp | 80.1%+13.6pp |
| Annual return | 12.90% | 36.93%-24.0pp | 36.82%-23.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,035 | $3,956-48.6% | $3,665-44.5% | $4,299-52.7% |
| Participant deferral / active EE | $5,032 | $8,297-39.4% | $7,994-37.1% | $6,507-22.7% |
| Admin fee / account holder | $3,675 | $11,446-67.9% | $11,185-67.1% | $12,624-70.9% |