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 6-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 | $18,562 | $106,584-82.6% | $101,326-81.7% | $142,382-87.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.23% | 36.93%-18.7pp | 36.82%-18.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,256 | $3,956-68.2% | $3,665-65.7% | $4,299-70.8% |
| Participant deferral / active EE | $2,384 | $8,297-71.3% | $7,994-70.2% | $6,507-63.4% |
| Admin fee / account holder | $621 | $11,446-94.6% | $11,185-94.4% | $12,624-95.1% |