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 | $8,920 | $51,175-82.6% | $70,515-87.4% | $75,163-88.1% |
| Participation rate | 84.5% | 60.9%+23.5pp | 68.3%+16.1pp | 67.2%+17.3pp |
| Annual return | 17.09% | 30.02%-12.9pp | 32.77%-15.7pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,416 | $1,826-22.5% | $2,973-52.4% | $2,670-47.0% |
| Participant deferral / active EE | $3,835 | $2,849+34.6% | $4,567-16.0% | $4,125-7.0% |
| Admin fee / account holder | $1,144 | $4,091-72.0% | $6,412-82.2% | $5,651-79.7% |