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 | $12,414 | $94,338-86.8% | $100,534-87.7% | $142,382-91.3% |
| Participation rate | 85.7% | 81.7%+4.0pp | 80.6%+5.1pp | 80.1%+5.6pp |
| Annual return | 26.70% | 29.20%-2.5pp | 32.66%-6.0pp | 217.08%-190.4pp |
| Employer contribution / active EE | $2,601 | $4,237-38.6% | $4,346-40.2% | $4,299-39.5% |
| Participant deferral / active EE | $2,601 | $5,934-56.2% | $6,144-57.7% | $6,507-60.0% |
| Admin fee / account holder | $580 | $8,421-93.1% | $7,654-92.4% | $12,624-95.4% |