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 | $28,660 | $106,584-73.1% | $101,326-71.7% | $142,382-79.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.46% | 36.93%-19.5pp | 36.82%-19.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,343 | $3,956-15.5% | $3,665-8.8% | $4,299-22.2% |
| Participant deferral / active EE | $6,993 | $8,297-15.7% | $7,994-12.5% | $6,507+7.5% |
| Admin fee / account holder | $8,310 | $11,446-27.4% | $11,185-25.7% | $12,624-34.2% |