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 3-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 | $13,436 | $60,892-77.9% | $82,389-83.7% | $84,808-84.2% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 43.61% | 37.29%+6.3pp | 28.67%+14.9pp | 40.90%+2.7pp |
| Employer contribution / active EE | $3,377 | $1,779+89.8% | $2,517+34.2% | $2,631+28.3% |
| Participant deferral / active EE | $2,502 | $3,179-21.3% | $4,155-39.8% | $4,212-40.6% |
| Admin fee / account holder | $1,458 | $5,467-73.3% | $7,231-79.8% | $7,344-80.1% |