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 | $14,109 | $95,266-85.2% | $82,389-82.9% | $142,382-90.1% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 17.51% | 25.74%-8.2pp | 28.67%-11.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,394 | $2,991-53.4% | $2,517-44.6% | $4,299-67.6% |
| Participant deferral / active EE | $2,878 | $4,809-40.2% | $4,155-30.7% | $6,507-55.8% |
| Admin fee / account holder | $1,790 | $8,563-79.1% | $7,231-75.2% | $12,624-85.8% |