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 | $116,167-77.7% | $64,489-59.9% | $137,256-81.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 23.03% | 36.55%-13.5pp | 55.03%-32.0pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,819 | $2,483+13.5% | $1,523+85.1% | $4,156-32.2% |
| Participant deferral / active EE | $4,463 | $4,215+5.9% | $2,778+60.6% | $6,407-30.3% |
| Admin fee / account holder | $934 | $6,188-84.9% | $4,260-78.1% | $12,270-92.4% |