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 | $56,219 | $86,929-35.3% | $102,423-45.1% | $80,856-30.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.13% | 18.88%-4.8pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $9,055 | $2,369+282.2% | $3,023+199.5% | $2,755+228.7% |
| Participant deferral / active EE | $11,835 | $4,118+187.4% | $5,053+134.2% | $4,296+175.5% |
| Admin fee / account holder | $6,470 | $8,049-19.6% | $9,451-31.5% | $6,918-6.5% |