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 6-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 | $34,180 | $95,266-64.1% | $82,389-58.5% | $142,382-76.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.95% | 25.74%-10.8pp | 28.67%-13.7pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,789 | $2,991-6.8% | $2,517+10.8% | $4,299-35.1% |
| Participant deferral / active EE | $8,235 | $4,809+71.2% | $4,155+98.2% | $6,507+26.6% |
| Admin fee / account holder | $4,405 | $8,563-48.6% | $7,231-39.1% | $12,624-65.1% |