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 | $18,439 | $95,266-80.6% | $82,389-77.6% | $142,382-87.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.49% | 25.74%-13.2pp | 28.67%-16.2pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,441 | $2,991-18.4% | $2,517-3.0% | $4,299-43.2% |
| Participant deferral / active EE | $4,882 | $4,809+1.5% | $4,155+17.5% | $6,507-25.0% |
| Admin fee / account holder | $2,414 | $8,563-71.8% | $7,231-66.6% | $12,624-80.9% |