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 | $15,982 | $95,266-83.2% | $82,389-80.6% | $142,382-88.8% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.5%+20.5pp | 80.1%+9.9pp |
| Annual return | 25.17% | 25.74%-0.6pp | 28.67%-3.5pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,748 | $2,991-41.6% | $2,517-30.6% | $4,299-59.4% |
| Participant deferral / active EE | $4,066 | $4,809-15.5% | $4,155-2.1% | $6,507-37.5% |
| Admin fee / account holder | $304 | $8,563-96.5% | $7,231-95.8% | $12,624-97.6% |