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 | $25,325 | $81,248-68.8% | $155,509-83.7% | $80,856-68.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.53% | 33.31%-15.8pp | 64.67%-47.1pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,680 | $3,100-13.6% | $4,672-42.6% | $2,755-2.7% |
| Participant deferral / active EE | $5,739 | $3,452+66.3% | $5,626+2.0% | $4,296+33.6% |
| Admin fee / account holder | $448 | $7,997-94.4% | $15,912-97.2% | $6,918-93.5% |