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 | $37,530 | $127,065-70.5% | $113,168-66.8% | $142,382-73.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.16% | 24.03%-2.9pp | 24.27%-3.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,980 | $3,442-42.5% | $2,975-33.5% | $4,299-54.0% |
| Participant deferral / active EE | $2,749 | $5,716-51.9% | $5,107-46.2% | $6,507-57.8% |
| Admin fee / account holder | $953 | $15,736-93.9% | $12,068-92.1% | $12,624-92.5% |