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 | $12,447 | $97,125-87.2% | $86,233-85.6% | $137,256-90.9% |
| Participation rate | 87.0% | 74.2%+12.8pp | 69.0%+17.9pp | 80.0%+7.0pp |
| Annual return | 16.74% | 74.19%-57.4pp | 61.39%-44.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,456 | $2,841-48.8% | $2,504-41.9% | $4,156-65.0% |
| Participant deferral / active EE | $3,621 | $5,180-30.1% | $4,559-20.6% | $6,407-43.5% |
| Admin fee / account holder | $2,042 | $9,725-79.0% | $8,342-75.5% | $12,270-83.4% |