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 3-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 | $18,386 | $95,266-80.7% | $82,389-77.7% | $142,382-87.1% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 12.95% | 25.74%-12.8pp | 28.67%-15.7pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,203 | $2,991-26.3% | $2,517-12.5% | $4,299-48.7% |
| Participant deferral / active EE | $2,884 | $4,809-40.0% | $4,155-30.6% | $6,507-55.7% |
| Admin fee / account holder | $2,134 | $8,563-75.1% | $7,231-70.5% | $12,624-83.1% |