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 | $48,935 | $127,065-61.5% | $113,168-56.8% | $142,382-65.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.13% | 24.03%-2.9pp | 24.27%-3.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $4,364 | $3,442+26.8% | $2,975+46.7% | $4,299+1.5% |
| Participant deferral / active EE | $18,448 | $5,716+222.7% | $5,107+261.2% | $6,507+183.5% |
| Admin fee / account holder | $5,943 | $15,736-62.2% | $12,068-50.8% | $12,624-52.9% |