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 | $27,105 | $127,065-78.7% | $113,168-76.0% | $142,382-81.0% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 18.02% | 24.03%-6.0pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,324 | $3,442-32.5% | $2,975-21.9% | $4,299-45.9% |
| Participant deferral / active EE | $4,353 | $5,716-23.9% | $5,107-14.8% | $6,507-33.1% |
| Admin fee / account holder | $615 | $15,736-96.1% | $12,068-94.9% | $12,624-95.1% |