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 | $12,779 | $81,248-84.3% | $155,509-91.8% | $80,856-84.2% |
| Participation rate | 83.1% | 66.2%+16.8pp | 78.2%+4.9pp | 67.6%+15.4pp |
| Annual return | 15.23% | 33.31%-18.1pp | 64.67%-49.4pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,925 | $3,100-37.9% | $4,672-58.8% | $2,755-30.1% |
| Participant deferral / active EE | $3,319 | $3,452-3.8% | $5,626-41.0% | $4,296-22.7% |
| Admin fee / account holder | $1,084 | $7,997-86.4% | $15,912-93.2% | $6,918-84.3% |