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 | $24,520 | $81,460-69.9% | $103,333-76.3% | $80,856-69.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.62% | 25.55%-8.9pp | 24.88%-8.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $4,108 | $3,105+32.3% | $3,868+6.2% | $2,755+49.1% |
| Participant deferral / active EE | $7,520 | $3,869+94.4% | $5,057+48.7% | $4,296+75.1% |
| Admin fee / account holder | $2,258 | $6,566-65.6% | $8,355-73.0% | $6,918-67.4% |