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 6-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 | $13,824 | $57,016-75.8% | $84,966-83.7% | $80,856-82.9% |
| Participation rate | 97.2% | 56.3%+40.9pp | 67.5%+29.7pp | 67.6%+29.6pp |
| Annual return | 11.61% | 21.66%-10.1pp | 66.38%-54.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,287 | $1,798-28.4% | $2,727-52.8% | $2,755-53.3% |
| Participant deferral / active EE | $3,073 | $3,110-1.2% | $4,519-32.0% | $4,296-28.5% |
| Admin fee / account holder | $452 | $4,980-90.9% | $6,149-92.7% | $6,918-93.5% |