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 3-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 | $12,779 | $117,983-89.2% | $101,794-87.4% | $142,382-91.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 24.09% | 36.92%-12.8pp | 30.53%-6.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,607 | $2,773-6.0% | $2,289+13.9% | $4,299-39.4% |
| Participant deferral / active EE | $3,681 | $4,714-21.9% | $4,084-9.9% | $6,507-43.4% |
| Admin fee / account holder | $4,413 | $10,433-57.7% | $8,777-49.7% | $12,624-65.0% |