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 | $20,045 | $127,065-84.2% | $113,168-82.3% | $142,382-85.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.79% | 24.03%-8.2pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,487 | $3,442-56.8% | $2,975-50.0% | $4,299-65.4% |
| Participant deferral / active EE | $3,553 | $5,716-37.8% | $5,107-30.4% | $6,507-45.4% |
| Admin fee / account holder | $2,151 | $15,736-86.3% | $12,068-82.2% | $12,624-83.0% |