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 | $39,970 | $127,065-68.5% | $113,168-64.7% | $142,382-71.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.92% | 24.03%-5.1pp | 24.27%-5.3pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,063 | $3,442+18.0% | $2,975+36.6% | $4,299-5.5% |
| Participant deferral / active EE | $5,336 | $5,716-6.7% | $5,107+4.5% | $6,507-18.0% |
| Admin fee / account holder | $3,945 | $15,736-74.9% | $12,068-67.3% | $12,624-68.7% |