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 | $27,475 | $97,125-71.7% | $86,233-68.1% | $137,256-80.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.62% | 74.19%-53.6pp | 61.39%-40.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,806 | $2,841-1.2% | $2,504+12.1% | $4,156-32.5% |
| Participant deferral / active EE | $3,711 | $5,180-28.4% | $4,559-18.6% | $6,407-42.1% |
| Admin fee / account holder | $2,776 | $9,725-71.5% | $8,342-66.7% | $12,270-77.4% |