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 | $29,900 | $117,983-74.7% | $101,794-70.6% | $142,382-79.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 22.33% | 36.92%-14.6pp | 30.53%-8.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,665 | $2,773-39.9% | $2,289-27.2% | $4,299-61.3% |
| Participant deferral / active EE | $7,463 | $4,714+58.3% | $4,084+82.7% | $6,507+14.7% |
| Admin fee / account holder | $384 | $10,433-96.3% | $8,777-95.6% | $12,624-97.0% |