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 | $23,523 | $89,753-73.8% | $107,525-78.1% | $84,808-72.3% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 19.31% | 29.48%-10.2pp | 181.32%-162.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $998 | $3,113-67.9% | $3,754-73.4% | $2,631-62.1% |
| Participant deferral / active EE | $5,458 | $4,056+34.6% | $5,116+6.7% | $4,212+29.6% |
| Admin fee / account holder | $3,876 | $7,222-46.3% | $8,919-56.5% | $7,344-47.2% |