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 | $13,644 | $111,754-87.8% | $103,333-86.8% | $145,922-90.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.60% | 24.77%-8.2pp | 24.88%-8.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,272 | $4,212-69.8% | $3,868-67.1% | $4,660-72.7% |
| Participant deferral / active EE | $4,324 | $5,619-23.0% | $5,057-14.5% | $6,688-35.3% |
| Admin fee / account holder | $1,217 | $9,750-87.5% | $8,355-85.4% | $13,397-90.9% |