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 | $46,965 | $95,266-50.7% | $82,389-43.0% | $142,382-67.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.12% | 25.74%-10.6pp | 28.67%-13.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,952 | $2,991-1.3% | $2,517+17.3% | $4,299-31.3% |
| Participant deferral / active EE | $7,509 | $4,809+56.2% | $4,155+80.7% | $6,507+15.4% |
| Admin fee / account holder | $429 | $8,563-95.0% | $7,231-94.1% | $12,624-96.6% |