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 | $18,686 | $68,719-72.8% | $91,541-79.6% | $84,808-78.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 67.82% | 19.12%+48.7pp | 20.50%+47.3pp | 40.90%+26.9pp |
| Employer contribution / active EE | $3,152 | $1,920+64.2% | $2,505+25.9% | $2,631+19.8% |
| Participant deferral / active EE | $5,052 | $3,136+61.1% | $4,008+26.1% | $4,212+20.0% |
| Admin fee / account holder | $560 | $5,786-90.3% | $6,956-91.9% | $7,344-92.4% |