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 | $87,166-78.8% | $76,735-76.0% | $137,256-86.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.49% | 26.50%-14.0pp | 29.77%-17.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,441 | $2,904-16.0% | $2,454-0.6% | $4,156-41.3% |
| Participant deferral / active EE | $4,882 | $4,726+3.3% | $4,088+19.4% | $6,407-23.8% |
| Admin fee / account holder | $2,414 | $8,403-71.3% | $7,189-66.4% | $12,270-80.3% |