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 | $38,351 | $106,584-64.0% | $101,326-62.2% | $142,382-73.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.46% | 36.93%-18.5pp | 36.82%-18.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,296 | $3,956-67.2% | $3,665-64.6% | $4,299-69.8% |
| Participant deferral / active EE | $11,735 | $8,297+41.4% | $7,994+46.8% | $6,507+80.3% |
| Admin fee / account holder | $5,627 | $11,446-50.8% | $11,185-49.7% | $12,624-55.4% |