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 | $36,893 | $112,729-67.3% | $98,716-62.6% | $137,256-73.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.98% | 38.48%-21.5pp | 31.81%-14.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,853 | $2,725+4.7% | $2,279+25.2% | $4,156-31.4% |
| Participant deferral / active EE | $3,960 | $4,640-14.7% | $4,048-2.2% | $6,407-38.2% |
| Admin fee / account holder | $798 | $10,129-92.1% | $8,703-90.8% | $12,270-93.5% |