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 | $21,832 | $117,983-81.5% | $101,794-78.6% | $142,382-84.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 12.11% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,758 | $2,773-36.6% | $2,289-23.2% | $4,299-59.1% |
| Participant deferral / active EE | $4,802 | $4,714+1.9% | $4,084+17.6% | $6,507-26.2% |
| Admin fee / account holder | $2,833 | $10,433-72.8% | $8,777-67.7% | $12,624-77.6% |