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 | $20,158 | $117,841-82.9% | $102,423-80.3% | $145,922-86.2% |
| Participation rate | 82.4% | 78.6%+3.8pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 16.34% | 31.65%-15.3pp | 29.32%-13.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,519 | $3,615-30.3% | $3,023-16.7% | $4,660-45.9% |
| Participant deferral / active EE | $6,409 | $5,731+11.8% | $5,053+26.8% | $6,688-4.2% |
| Admin fee / account holder | $1,160 | $13,326-91.3% | $9,451-87.7% | $13,397-91.3% |