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 | $45,227 | $82,032-44.9% | $123,104-63.3% | $59,632-24.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 1.96% | 5.12%-3.2pp | 13.22%-11.3pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $1,589 | $3,297-51.8% | $5,151-69.2% | $2,203-27.9% |
| Participant deferral / active EE | $2,690 | $4,667-42.4% | $6,230-56.8% | $3,192-15.7% |
| Admin fee / account holder | $4,759 | $5,881-19.1% | $9,015-47.2% | $4,297+10.7% |