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 | $16,073 | $55,415-71.0% | $155,509-89.7% | $74,495-78.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 21.04% | 268.50%-247.5pp | 64.67%-43.6pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $2,778 | $2,267+22.5% | $4,672-40.5% | $2,623+5.9% |
| Participant deferral / active EE | $1,346 | $2,836-52.5% | $5,626-76.1% | $4,346-69.0% |
| Admin fee / account holder | $1,694 | $1,738-2.5% | $15,912-89.4% | $1,942-12.7% |