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 | $14,460 | $81,248-82.2% | $155,509-90.7% | $80,856-82.1% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 14.89% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,488 | $3,100-52.0% | $4,672-68.1% | $2,755-46.0% |
| Participant deferral / active EE | $4,633 | $3,452+34.2% | $5,626-17.7% | $4,296+7.9% |
| Admin fee / account holder | $1,641 | $7,997-79.5% | $15,912-89.7% | $6,918-76.3% |