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 | $104,974-84.0% | $95,585-82.4% | $142,382-88.2% |
| Participation rate | 93.3% | 75.0%+18.4pp | 72.1%+21.3pp | 80.1%+13.2pp |
| Annual return | 17.35% | 210.33%-193.0pp | 38.56%-21.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,027 | $2,779-27.1% | $2,527-19.8% | $4,299-52.9% |
| Participant deferral / active EE | $3,214 | $4,352-26.2% | $4,023-20.1% | $6,507-50.6% |
| Admin fee / account holder | $2,334 | $6,386-63.4% | $6,127-61.9% | $12,624-81.5% |