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 | $34,975 | $112,729-69.0% | $98,716-64.6% | $137,256-74.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.92% | 38.48%-19.6pp | 31.81%-12.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,450 | $2,725+26.6% | $2,279+51.4% | $4,156-17.0% |
| Participant deferral / active EE | $5,559 | $4,640+19.8% | $4,048+37.3% | $6,407-13.2% |
| Admin fee / account holder | $536 | $10,129-94.7% | $8,703-93.8% | $12,270-95.6% |