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 | $10,368 | $104,974-90.1% | $95,585-89.2% | $142,382-92.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.82% | 210.33%-192.5pp | 38.56%-20.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $777 | $2,779-72.1% | $2,527-69.3% | $4,299-81.9% |
| Participant deferral / active EE | $3,918 | $4,352-10.0% | $4,023-2.6% | $6,507-39.8% |
| Admin fee / account holder | $880 | $6,386-86.2% | $6,127-85.6% | $12,624-93.0% |