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 | $27,756 | $111,535-75.1% | $105,223-73.6% | $137,256-79.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.07% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,416 | $3,939-13.3% | $3,689-7.4% | $4,156-17.8% |
| Participant deferral / active EE | $5,868 | $5,500+6.7% | $5,072+15.7% | $6,407-8.4% |
| Admin fee / account holder | $2,514 | $9,721-74.1% | $8,859-71.6% | $12,270-79.5% |