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 | $9,404 | $51,638-81.8% | $68,368-86.2% | $82,448-88.6% |
| Participation rate | 87.5% | 63.6%+23.9pp | 73.8%+13.7pp | 68.1%+19.4pp |
| Annual return | 20.79% | 37.53%-16.7pp | 292.57%-271.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,245 | $2,047-39.2% | $2,649-53.0% | $2,551-51.2% |
| Participant deferral / active EE | $2,317 | $2,914-20.5% | $4,123-43.8% | $4,139-44.0% |
| Admin fee / account holder | $1,449 | $4,643-68.8% | $5,150-71.9% | $7,234-80.0% |