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 | $84,762 | $127,065-33.3% | $113,168-25.1% | $142,382-40.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.20% | 24.03%-9.8pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,394 | $3,442-30.4% | $2,975-19.5% | $4,299-44.3% |
| Participant deferral / active EE | $7,703 | $5,716+34.8% | $5,107+50.8% | $6,507+18.4% |
| Admin fee / account holder | $1,088 | $15,736-93.1% | $12,068-91.0% | $12,624-91.4% |