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 | $23,596 | $89,753-73.7% | $107,525-78.1% | $84,808-72.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.96% | 29.48%-16.5pp | 181.32%-168.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,183 | $3,113+2.2% | $3,754-15.2% | $2,631+21.0% |
| Participant deferral / active EE | $3,554 | $4,056-12.4% | $5,116-30.5% | $4,212-15.6% |
| Admin fee / account holder | $2,442 | $7,222-66.2% | $8,919-72.6% | $7,344-66.8% |