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 | $22,016 | $118,450-81.4% | $98,439-77.6% | $139,434-84.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 28.37% | 18.94%+9.4pp | 21.16%+7.2pp | 372.94%-344.6pp |
| Employer contribution / active EE | $3,679 | $3,609+1.9% | $3,048+20.7% | $4,751-22.6% |
| Participant deferral / active EE | $1,791 | $5,392-66.8% | $4,738-62.2% | $6,710-73.3% |
| Admin fee / account holder | $2,399 | $14,026-82.9% | $8,948-73.2% | $11,403-79.0% |