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 3-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 | $10,769 | $95,266-88.7% | $82,389-86.9% | $142,382-92.4% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.5%+22.1pp | 80.1%+11.5pp |
| Annual return | 16.25% | 25.74%-9.5pp | 28.67%-12.4pp | 217.08%-200.8pp |
| Employer contribution / active EE | $783 | $2,991-73.8% | $2,517-68.9% | $4,299-81.8% |
| Participant deferral / active EE | $3,889 | $4,809-19.1% | $4,155-6.4% | $6,507-40.2% |
| Admin fee / account holder | $3,622 | $8,563-57.7% | $7,231-49.9% | $12,624-71.3% |