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 | $51,866 | $81,248-36.2% | $155,509-66.6% | $80,856-35.9% |
| Participation rate | 83.5% | 66.2%+17.3pp | 78.2%+5.4pp | 67.6%+15.9pp |
| Annual return | 12.26% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,994 | $3,100-35.7% | $4,672-57.3% | $2,755-27.6% |
| Participant deferral / active EE | $4,094 | $3,452+18.6% | $5,626-27.2% | $4,296-4.7% |
| Admin fee / account holder | $1,300 | $7,997-83.7% | $15,912-91.8% | $6,918-81.2% |