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 3-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 | $33,338 | $201,272-83.4% | $184,203-81.9% | $145,922-77.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.49% | 29.00%-17.5pp | 28.81%-17.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,028 | $7,022-71.1% | $6,427-68.4% | $4,660-56.5% |
| Participant deferral / active EE | $4,654 | $9,806-52.5% | $9,131-49.0% | $6,688-30.4% |
| Admin fee / account holder | $2,502 | $16,364-84.7% | $13,901-82.0% | $13,397-81.3% |