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 | $28,206 | $111,535-74.7% | $105,223-73.2% | $137,256-79.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.00% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,801 | $3,939-54.3% | $3,689-51.2% | $4,156-56.7% |
| Participant deferral / active EE | $4,253 | $5,500-22.7% | $5,072-16.1% | $6,407-33.6% |
| Admin fee / account holder | $2,051 | $9,721-78.9% | $8,859-76.8% | $12,270-83.3% |