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 | $10,480 | $60,892-82.8% | $82,389-87.3% | $84,808-87.6% |
| Participation rate | 82.1% | 63.3%+18.8pp | 69.5%+12.5pp | 68.3%+13.7pp |
| Annual return | 30.10% | 37.29%-7.2pp | 28.67%+1.4pp | 40.90%-10.8pp |
| Employer contribution / active EE | $2,680 | $1,779+50.6% | $2,517+6.5% | $2,631+1.9% |
| Participant deferral / active EE | $5,813 | $3,179+82.9% | $4,155+39.9% | $4,212+38.0% |
| Admin fee / account holder | $1,075 | $5,467-80.3% | $7,231-85.1% | $7,344-85.4% |