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 | $27,604 | $214,378-87.1% | $200,582-86.2% | $142,382-80.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.91% | 46.41%-24.5pp | 42.33%-20.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,446 | $6,841-64.2% | $6,419-61.9% | $4,299-43.1% |
| Participant deferral / active EE | $8,939 | $9,865-9.4% | $9,331-4.2% | $6,507+37.4% |
| Admin fee / account holder | $1,502 | $17,692-91.5% | $16,305-90.8% | $12,624-88.1% |