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 | $16,791 | $95,266-82.4% | $82,389-79.6% | $142,382-88.2% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.5%+22.1pp | 80.1%+11.5pp |
| Annual return | 22.12% | 25.74%-3.6pp | 28.67%-6.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,405 | $2,991-53.0% | $2,517-44.2% | $4,299-67.3% |
| Participant deferral / active EE | $4,725 | $4,809-1.8% | $4,155+13.7% | $6,507-27.4% |
| Admin fee / account holder | $2,100 | $8,563-75.5% | $7,231-71.0% | $12,624-83.4% |