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 | $39,640 | $81,248-51.2% | $155,509-74.5% | $80,856-51.0% |
| Participation rate | 98.0% | 66.2%+31.7pp | 78.2%+19.8pp | 67.6%+30.3pp |
| Annual return | 18.30% | 33.31%-15.0pp | 64.67%-46.4pp | 35.59%-17.3pp |
| Employer contribution / active EE | $2,968 | $3,100-4.3% | $4,672-36.5% | $2,755+7.7% |
| Participant deferral / active EE | $4,852 | $3,452+40.6% | $5,626-13.8% | $4,296+13.0% |
| Admin fee / account holder | $2,655 | $7,997-66.8% | $15,912-83.3% | $6,918-61.6% |