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 | $43,132 | $80,717-46.6% | $154,803-72.1% | $84,808-49.1% |
| Participation rate | 93.9% | 66.8%+27.1pp | 78.1%+15.9pp | 68.3%+25.6pp |
| Annual return | 16.74% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,094 | $2,761-24.2% | $4,305-51.4% | $2,631-20.4% |
| Participant deferral / active EE | $4,066 | $3,303+23.1% | $5,540-26.6% | $4,212-3.4% |
| Admin fee / account holder | $3,767 | $6,746-44.2% | $14,329-73.7% | $7,344-48.7% |