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 | $39,971 | $95,266-58.0% | $82,389-51.5% | $142,382-71.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.79% | 25.74%-5.0pp | 28.67%-7.9pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,213 | $2,991+7.4% | $2,517+27.6% | $4,299-25.3% |
| Participant deferral / active EE | $6,937 | $4,809+44.2% | $4,155+67.0% | $6,507+6.6% |
| Admin fee / account holder | $3,460 | $8,563-59.6% | $7,231-52.2% | $12,624-72.6% |