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 | $19,021 | $140,940-86.5% | $112,229-83.1% | $139,434-86.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 27.31% | 32.71%-5.4pp | 30.20%-2.9pp | 372.94%-345.6pp |
| Employer contribution / active EE | $3,776 | $4,283-11.8% | $3,430+10.1% | $4,751-20.5% |
| Participant deferral / active EE | $8,255 | $5,874+40.5% | $4,798+72.1% | $6,710+23.0% |
| Admin fee / account holder | $504 | $9,954-94.9% | $7,748-93.5% | $11,403-95.6% |