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 | $25,758 | $95,266-73.0% | $82,389-68.7% | $142,382-81.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.04% | 25.74%-4.7pp | 28.67%-7.6pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,612 | $2,991-46.1% | $2,517-36.0% | $4,299-62.5% |
| Participant deferral / active EE | $4,098 | $4,809-14.8% | $4,155-1.4% | $6,507-37.0% |
| Admin fee / account holder | $1,566 | $8,563-81.7% | $7,231-78.3% | $12,624-87.6% |