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 | $25,390 | $107,452-76.4% | $91,541-72.3% | $142,382-82.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.43% | 22.06%-0.6pp | 20.50%+0.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,783 | $2,994-7.1% | $2,505+11.1% | $4,299-35.3% |
| Participant deferral / active EE | $6,198 | $4,754+30.4% | $4,008+54.6% | $6,507-4.8% |
| Admin fee / account holder | $1,024 | $8,834-88.4% | $6,956-85.3% | $12,624-91.9% |