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 | $25,880 | $118,427-78.1% | $66,042-60.8% | $142,382-81.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 23.03% | 35.57%-12.5pp | 52.11%-29.1pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,819 | $2,570+9.7% | $1,579+78.5% | $4,299-34.4% |
| Participant deferral / active EE | $4,463 | $4,311+3.5% | $2,835+57.4% | $6,507-31.4% |
| Admin fee / account holder | $934 | $9,593-90.3% | $5,747-83.7% | $12,624-92.6% |