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 | $54,962 | $97,125-43.4% | $86,233-36.3% | $137,256-60.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.31% | 74.19%-54.9pp | 61.39%-42.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,590 | $2,841+26.4% | $2,504+43.4% | $4,156-13.6% |
| Participant deferral / active EE | $8,417 | $5,180+62.5% | $4,559+84.6% | $6,407+31.4% |
| Admin fee / account holder | $914 | $9,725-90.6% | $8,342-89.0% | $12,270-92.5% |