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 6-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 | $24,570 | $110,261-77.7% | $95,745-74.3% | $139,434-82.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.65% | 27.11%-9.5pp | 28.35%-10.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,871 | $3,257-42.6% | $2,835-34.0% | $4,751-60.6% |
| Participant deferral / active EE | $7,282 | $4,676+55.7% | $4,245+71.6% | $6,710+8.5% |
| Admin fee / account holder | $365 | $6,613-94.5% | $5,678-93.6% | $11,403-96.8% |