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 | $10,702 | $87,166-87.7% | $76,735-86.1% | $137,256-92.2% |
| Participation rate | 70.6% | 74.4%-3.8pp | 69.5%+1.1pp | 80.0%-9.4pp |
| Annual return | 23.26% | 26.50%-3.2pp | 29.77%-6.5pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,836 | $2,904-36.8% | $2,454-25.2% | $4,156-55.8% |
| Participant deferral / active EE | $3,643 | $4,726-22.9% | $4,088-10.9% | $6,407-43.1% |
| Admin fee / account holder | $1,699 | $8,403-79.8% | $7,189-76.4% | $12,270-86.2% |