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 | $12,776 | $57,016-77.6% | $84,966-85.0% | $80,856-84.2% |
| Participation rate | 94.1% | 56.3%+37.8pp | 67.5%+26.6pp | 67.6%+26.5pp |
| Annual return | 18.42% | 21.66%-3.2pp | 66.38%-48.0pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,468 | $1,798-18.3% | $2,727-46.2% | $2,755-46.7% |
| Participant deferral / active EE | $3,653 | $3,110+17.5% | $4,519-19.2% | $4,296-15.0% |
| Admin fee / account holder | $652 | $4,980-86.9% | $6,149-89.4% | $6,918-90.6% |