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 | $39,885 | $87,166-54.2% | $76,735-48.0% | $137,256-70.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 21.57% | 26.50%-4.9pp | 29.77%-8.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $944 | $2,904-67.5% | $2,454-61.5% | $4,156-77.3% |
| Participant deferral / active EE | $4,612 | $4,726-2.4% | $4,088+12.8% | $6,407-28.0% |
| Admin fee / account holder | $357 | $8,403-95.7% | $7,189-95.0% | $12,270-97.1% |