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 | $18,669 | $98,652-81.1% | $142,942-86.9% | $82,448-77.4% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.8%+8.4pp | 68.1%+17.1pp |
| Annual return | 38.32% | 22.65%+15.7pp | 113.70%-75.4pp | 41.64%-3.3pp |
| Employer contribution / active EE | $1,845 | $3,211-42.5% | $4,139-55.4% | $2,551-27.7% |
| Participant deferral / active EE | $2,376 | $5,580-57.4% | $7,128-66.7% | $4,139-42.6% |
| Admin fee / account holder | $654 | $8,078-91.9% | $12,475-94.8% | $7,234-91.0% |