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 | $13,653 | $99,918-86.3% | $81,382-83.2% | $145,922-90.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.28% | 34.32%-21.0pp | 24.73%-11.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,022 | $2,978-65.7% | $2,463-58.5% | $4,660-78.1% |
| Participant deferral / active EE | $4,003 | $4,605-13.1% | $3,883+3.1% | $6,688-40.1% |
| Admin fee / account holder | $397 | $8,212-95.2% | $5,768-93.1% | $13,397-97.0% |