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 | $31,275 | $51,576-39.4% | $129,207-75.8% | $80,856-61.3% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 14.06% | 20.81%-6.7pp | 9417.33%-9403.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,870 | $1,584+18.1% | $4,153-55.0% | $2,755-32.1% |
| Participant deferral / active EE | $8,195 | $2,669+207.1% | $4,168+96.6% | $4,296+90.8% |
| Admin fee / account holder | $3,151 | $4,305-26.8% | $7,715-59.2% | $6,918-54.5% |