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 | $18,754 | $95,266-80.3% | $82,389-77.2% | $142,382-86.8% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 20.80% | 25.74%-4.9pp | 28.67%-7.9pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,493 | $2,991-50.1% | $2,517-40.7% | $4,299-65.3% |
| Participant deferral / active EE | $2,091 | $4,809-56.5% | $4,155-49.7% | $6,507-67.9% |
| Admin fee / account holder | $610 | $8,563-92.9% | $7,231-91.6% | $12,624-95.2% |