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 | $8,929 | $25,014-64.3% | $69,647-87.2% | $80,856-89.0% |
| Participation rate | 85.7% | 64.2%+21.5pp | 66.5%+19.3pp | 67.6%+18.1pp |
| Annual return | 32.67% | 19.07%+13.6pp | 100.48%-67.8pp | 35.59%-2.9pp |
| Employer contribution / active EE | $1,089 | $993+9.7% | $1,712-36.4% | $2,755-60.5% |
| Participant deferral / active EE | $2,535 | $1,839+37.9% | $2,886-12.1% | $4,296-41.0% |
| Admin fee / account holder | $1,670 | $2,488-32.9% | $4,713-64.6% | $6,918-75.9% |