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 | $22,644 | $106,515-78.7% | $96,683-76.6% | $139,434-83.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.61% | 38.43%-9.8pp | 35.69%-7.1pp | 372.94%-344.3pp |
| Employer contribution / active EE | $3,470 | $4,103-15.4% | $3,737-7.1% | $4,751-27.0% |
| Participant deferral / active EE | $6,864 | $5,454+25.9% | $4,878+40.7% | $6,710+2.3% |
| Admin fee / account holder | $575 | $7,877-92.7% | $6,730-91.5% | $11,403-95.0% |