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 | $34,037 | $104,974-67.6% | $95,585-64.4% | $142,382-76.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.78% | 210.33%-191.5pp | 38.56%-19.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,642 | $2,779-4.9% | $2,527+4.6% | $4,299-38.5% |
| Participant deferral / active EE | $8,111 | $4,352+86.4% | $4,023+101.6% | $6,507+24.7% |
| Admin fee / account holder | $1,426 | $6,386-77.7% | $6,127-76.7% | $12,624-88.7% |