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 | $15,829 | $111,535-85.8% | $105,223-85.0% | $137,256-88.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 23.60% | 237.85%-214.3pp | 180.65%-157.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $3,398 | $3,939-13.8% | $3,689-7.9% | $4,156-18.3% |
| Participant deferral / active EE | $4,518 | $5,500-17.9% | $5,072-10.9% | $6,407-29.5% |
| Admin fee / account holder | $2,106 | $9,721-78.3% | $8,859-76.2% | $12,270-82.8% |