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 | $127,065-82.6% | $113,168-80.5% | $142,382-84.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 38.92% | 24.03%+14.9pp | 24.27%+14.6pp | 217.08%-178.2pp |
| Employer contribution / active EE | $977 | $3,442-71.6% | $2,975-67.2% | $4,299-77.3% |
| Participant deferral / active EE | $5,149 | $5,716-9.9% | $5,107+0.8% | $6,507-20.9% |
| Admin fee / account holder | $1,658 | $15,736-89.5% | $12,068-86.3% | $12,624-86.9% |