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 | $13,366 | $60,022-77.7% | $88,946-85.0% | $84,808-84.2% |
| Participation rate | 93.5% | 57.8%+35.7pp | 68.8%+24.7pp | 68.3%+25.2pp |
| Annual return | 48.32% | 22.43%+25.9pp | 57.82%-9.5pp | 40.90%+7.4pp |
| Employer contribution / active EE | $2,822 | $1,703+65.7% | $2,555+10.4% | $2,631+7.3% |
| Participant deferral / active EE | $3,334 | $3,114+7.1% | $4,581-27.2% | $4,212-20.8% |
| Admin fee / account holder | $309 | $4,811-93.6% | $8,261-96.3% | $7,344-95.8% |