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 3-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 | $53,600 | $117,983-54.6% | $101,794-47.3% | $142,382-62.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.08% | 36.92%-15.8pp | 30.53%-9.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,353 | $2,773-51.2% | $2,289-40.9% | $4,299-68.5% |
| Participant deferral / active EE | $13,192 | $4,714+179.9% | $4,084+223.0% | $6,507+102.7% |
| Admin fee / account holder | $719 | $10,433-93.1% | $8,777-91.8% | $12,624-94.3% |