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 | $37,548 | $117,859-68.1% | $102,438-63.3% | $145,959-74.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.27% | 31.72%-20.4pp | 29.37%-18.1pp | 561.95%-550.7pp |
| Employer contribution / active EE | $7,381 | $3,615+104.2% | $3,024+144.1% | $4,661+58.4% |
| Participant deferral / active EE | $8,954 | $5,732+56.2% | $5,054+77.2% | $6,689+33.9% |
| Admin fee / account holder | $1,595 | $13,318-88.0% | $9,448-83.1% | $13,398-88.1% |