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 | $10,289 | $107,452-90.4% | $91,541-88.8% | $142,382-92.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.51% | 22.06%-4.5pp | 20.50%-3.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $662 | $2,994-77.9% | $2,505-73.6% | $4,299-84.6% |
| Participant deferral / active EE | $2,037 | $4,754-57.2% | $4,008-49.2% | $6,507-68.7% |
| Admin fee / account holder | $3,776 | $8,834-57.3% | $6,956-45.7% | $12,624-70.1% |