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 | $12,102 | $95,266-87.3% | $82,389-85.3% | $142,382-91.5% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.5%+8.2pp | 80.1%-2.3pp |
| Annual return | 20.85% | 25.74%-4.9pp | 28.67%-7.8pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,739 | $2,991-41.9% | $2,517-30.9% | $4,299-59.5% |
| Participant deferral / active EE | $3,149 | $4,809-34.5% | $4,155-24.2% | $6,507-51.6% |
| Admin fee / account holder | $950 | $8,563-88.9% | $7,231-86.9% | $12,624-92.5% |