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 | $16,392 | $76,407-78.5% | $150,298-89.1% | $82,448-80.1% |
| Participation rate | 86.2% | 66.4%+19.8pp | 77.8%+8.4pp | 68.1%+18.1pp |
| Annual return | 23.64% | 39.99%-16.4pp | 62.79%-39.1pp | 41.64%-18.0pp |
| Employer contribution / active EE | $2,099 | $2,614-19.7% | $4,154-49.5% | $2,551-17.7% |
| Participant deferral / active EE | $3,252 | $3,214+1.2% | $5,453-40.4% | $4,139-21.4% |
| Admin fee / account holder | $645 | $6,352-89.8% | $14,116-95.4% | $7,234-91.1% |