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 | $23,115 | $114,381-79.8% | $107,525-78.5% | $142,382-83.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.44% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,085 | $4,015-48.1% | $3,754-44.4% | $4,299-51.5% |
| Participant deferral / active EE | $3,979 | $5,564-28.5% | $5,116-22.2% | $6,507-38.9% |
| Admin fee / account holder | $2,095 | $9,860-78.7% | $8,919-76.5% | $12,624-83.4% |