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 | $16,820 | $101,618-83.4% | $93,063-81.9% | $137,256-87.7% |
| Participation rate | 93.3% | 74.9%+18.4pp | 72.1%+21.2pp | 80.0%+13.4pp |
| Annual return | 17.35% | 223.95%-206.6pp | 34.15%-16.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,027 | $2,707-25.1% | $2,476-18.2% | $4,156-51.2% |
| Participant deferral / active EE | $3,214 | $4,279-24.9% | $3,958-18.8% | $6,407-49.8% |
| Admin fee / account holder | $2,334 | $6,198-62.3% | $6,033-61.3% | $12,270-81.0% |