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 | $21,394 | $60,022-64.4% | $88,946-75.9% | $84,808-74.8% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 14.25% | 22.43%-8.2pp | 57.82%-43.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,235 | $1,703-27.5% | $2,555-51.7% | $2,631-53.1% |
| Participant deferral / active EE | $4,074 | $3,114+30.8% | $4,581-11.1% | $4,212-3.3% |
| Admin fee / account holder | $407 | $4,811-91.5% | $8,261-95.1% | $7,344-94.5% |