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 6-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 | $27,314 | $97,125-71.9% | $86,233-68.3% | $137,256-80.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.14% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,249 | $2,841+14.4% | $2,504+29.7% | $4,156-21.8% |
| Participant deferral / active EE | $5,452 | $5,180+5.3% | $4,559+19.6% | $6,407-14.9% |
| Admin fee / account holder | $6,419 | $9,725-34.0% | $8,342-23.1% | $12,270-47.7% |