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 | $103,635 | $124,281-16.6% | $109,143-5.0% | $167,490-38.1% |
| Participation rate | 95.7% | 79.4%+16.2pp | 75.9%+19.8pp | 82.1%+13.5pp |
| Annual return | 13.28% | 26.04%-12.8pp | 25.75%-12.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $10,517 | $4,207+150.0% | $3,722+182.6% | $4,837+117.4% |
| Participant deferral / active EE | $2,736 | $5,255-47.9% | $4,653-41.2% | $6,341-56.8% |
| Admin fee / account holder | $85,178 | $7,970+968.8% | $6,752+1161.5% | $12,309+592.0% |