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 | $16,417 | $51,175-67.9% | $70,515-76.7% | $75,163-78.2% |
| Participation rate | 74.1% | 60.9%+13.1pp | 68.3%+5.7pp | 67.2%+6.9pp |
| Annual return | 32.67% | 30.02%+2.6pp | 32.77%-0.1pp | 160.62%-127.9pp |
| Employer contribution / active EE | $3,894 | $1,826+113.3% | $2,973+31.0% | $2,670+45.9% |
| Participant deferral / active EE | $5,207 | $2,849+82.7% | $4,567+14.0% | $4,125+26.2% |
| Admin fee / account holder | $1,444 | $4,091-64.7% | $6,412-77.5% | $5,651-74.4% |