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 | $49,547 | $163,101-69.6% | $136,749-63.8% | $142,382-65.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.74% | 27.54%-9.8pp | 24.33%-6.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,369 | $4,117-66.7% | $3,400-59.7% | $4,299-68.2% |
| Participant deferral / active EE | $2,390 | $5,585-57.2% | $4,692-49.1% | $6,507-63.3% |
| Admin fee / account holder | $353 | $14,318-97.5% | $11,386-96.9% | $12,624-97.2% |