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 | $11,883 | $106,515-88.8% | $96,683-87.7% | $139,434-91.5% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 35.72% | 38.43%-2.7pp | 35.69%0pp | 372.94%-337.2pp |
| Employer contribution / active EE | $2,737 | $4,103-33.3% | $3,737-26.7% | $4,751-42.4% |
| Participant deferral / active EE | $5,589 | $5,454+2.5% | $4,878+14.6% | $6,710-16.7% |
| Admin fee / account holder | $1,013 | $7,877-87.1% | $6,730-84.9% | $11,403-91.1% |