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 | $16,527 | $60,892-72.9% | $82,389-79.9% | $84,808-80.5% |
| Participation rate | 92.9% | 63.3%+29.6pp | 69.5%+23.3pp | 68.3%+24.5pp |
| Annual return | 18.60% | 37.29%-18.7pp | 28.67%-10.1pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,167 | $1,779+21.8% | $2,517-13.9% | $2,631-17.6% |
| Participant deferral / active EE | $4,186 | $3,179+31.7% | $4,155+0.8% | $4,212-0.6% |
| Admin fee / account holder | $2,180 | $5,467-60.1% | $7,231-69.8% | $7,344-70.3% |