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 | $22,076 | $124,425-82.3% | $112,040-80.3% | $137,256-83.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 38.92% | 24.72%+14.2pp | 24.52%+14.4pp | 220.34%-181.4pp |
| Employer contribution / active EE | $977 | $3,411-71.4% | $2,954-66.9% | $4,156-76.5% |
| Participant deferral / active EE | $5,149 | $5,718-9.9% | $5,098+1.0% | $6,407-19.6% |
| Admin fee / account holder | $1,658 | $15,207-89.1% | $12,098-86.3% | $12,270-86.5% |