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 | $17,401 | $111,754-84.4% | $103,333-83.2% | $145,922-88.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.52% | 24.77%-5.2pp | 24.88%-5.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,791 | $4,212-33.7% | $3,868-27.8% | $4,660-40.1% |
| Participant deferral / active EE | $4,219 | $5,619-24.9% | $5,057-16.6% | $6,688-36.9% |
| Admin fee / account holder | $862 | $9,750-91.2% | $8,355-89.7% | $13,397-93.6% |