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 | $16,318 | $95,266-82.9% | $82,389-80.2% | $142,382-88.5% |
| Participation rate | 87.0% | 74.5%+12.5pp | 69.5%+17.4pp | 80.1%+6.8pp |
| Annual return | 22.79% | 25.74%-2.9pp | 28.67%-5.9pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,266 | $2,991-57.7% | $2,517-49.7% | $4,299-70.6% |
| Participant deferral / active EE | $2,371 | $4,809-50.7% | $4,155-42.9% | $6,507-63.6% |
| Admin fee / account holder | $890 | $8,563-89.6% | $7,231-87.7% | $12,624-92.9% |