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 | $7,344 | $69,207-89.4% | $64,056-88.5% | $139,434-94.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.32% | 45.88%-24.6pp | 33.69%-12.4pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,747 | $3,182-45.1% | $2,747-36.4% | $4,751-63.2% |
| Participant deferral / active EE | $1,747 | $4,682-62.7% | $3,880-55.0% | $6,710-74.0% |
| Admin fee / account holder | $1,567 | $4,244-63.1% | $3,068-48.9% | $11,403-86.3% |