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 | $38,028 | $111,754-66.0% | $103,333-63.2% | $145,922-73.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.92% | 24.77%-8.8pp | 24.88%-9.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $3,586 | $4,212-14.9% | $3,868-7.3% | $4,660-23.0% |
| Participant deferral / active EE | $7,719 | $5,619+37.4% | $5,057+52.6% | $6,688+15.4% |
| Admin fee / account holder | $887 | $9,750-90.9% | $8,355-89.4% | $13,397-93.4% |