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 | $36,348 | $127,065-71.4% | $113,168-67.9% | $142,382-74.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.78% | 24.03%-2.3pp | 24.27%-2.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,225 | $3,442-35.4% | $2,975-25.2% | $4,299-48.3% |
| Participant deferral / active EE | $7,256 | $5,716+26.9% | $5,107+42.1% | $6,507+11.5% |
| Admin fee / account holder | $709 | $15,736-95.5% | $12,068-94.1% | $12,624-94.4% |