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 | $33,722 | $81,248-58.5% | $155,509-78.3% | $80,856-58.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.79% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $5,748 | $3,100+85.4% | $4,672+23.0% | $2,755+108.6% |
| Participant deferral / active EE | $4,850 | $3,452+40.5% | $5,626-13.8% | $4,296+12.9% |
| Admin fee / account holder | $385 | $7,997-95.2% | $15,912-97.6% | $6,918-94.4% |