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 | $21,067 | $74,927-71.9% | $101,794-79.3% | $84,808-75.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 23.16% | 18.70%+4.5pp | 30.53%-7.4pp | 40.90%-17.7pp |
| Employer contribution / active EE | $4,164 | $1,522+173.6% | $2,289+81.9% | $2,631+58.3% |
| Participant deferral / active EE | $6,908 | $3,099+122.9% | $4,084+69.2% | $4,212+64.0% |
| Admin fee / account holder | $4,798 | $6,514-26.3% | $8,777-45.3% | $7,344-34.7% |