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 | $15,772 | $80,717-80.5% | $154,803-89.8% | $84,808-81.4% |
| Participation rate | 86.4% | 66.8%+19.6pp | 78.1%+8.3pp | 68.3%+18.1pp |
| Annual return | 23.84% | 37.96%-14.1pp | 58.88%-35.0pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,608 | $2,761-41.8% | $4,305-62.6% | $2,631-38.9% |
| Participant deferral / active EE | $3,558 | $3,303+7.7% | $5,540-35.8% | $4,212-15.5% |
| Admin fee / account holder | $654 | $6,746-90.3% | $14,329-95.4% | $7,344-91.1% |