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 3-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 | $30,793 | $107,452-71.3% | $91,541-66.4% | $142,382-78.4% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.8%+21.9pp | 80.1%+11.5pp |
| Annual return | 10.87% | 22.06%-11.2pp | 20.50%-9.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,416 | $2,994-52.7% | $2,505-43.5% | $4,299-67.1% |
| Participant deferral / active EE | $4,206 | $4,754-11.5% | $4,008+4.9% | $6,507-35.4% |
| Admin fee / account holder | $2,700 | $8,834-69.4% | $6,956-61.2% | $12,624-78.6% |