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 | $18,863 | $40,949-53.9% | $11,981+57.4% | $40,949-53.9% |
| Participation rate | 85.0% | 68.5%+16.5pp | 59.2%+25.8pp | 68.5%+16.5pp |
| Annual return | 21.24% | 8.88%+12.4pp | -10.29%+31.5pp | 8.88%+12.4pp |
| Employer contribution / active EE | $1,917 | $3,421-44.0% | $1,808+6.0% | $3,421-44.0% |
| Participant deferral / active EE | $3,906 | $4,053-3.6% | $1,953+100.0% | $4,053-3.6% |
| Admin fee / account holder | $1,878 | $6,886-72.7% | $939+100.0% | $6,886-72.7% |