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 | $19,066 | $54,705-65.1% | $71,209-73.2% | $84,808-77.5% |
| Participation rate | 75.0% | 64.1%+10.9pp | 73.8%+1.2pp | 68.3%+6.7pp |
| Annual return | 16.87% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,638 | $2,158-24.1% | $2,721-39.8% | $2,631-37.8% |
| Participant deferral / active EE | $2,137 | $3,030-29.5% | $4,175-48.8% | $4,212-49.3% |
| Admin fee / account holder | $1,230 | $4,863-74.7% | $5,349-77.0% | $7,344-83.2% |