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 | $17,421 | $57,590-69.7% | $86,233-79.8% | $82,448-78.9% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 17.03% | 22.41%-5.4pp | 61.39%-44.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,804 | $1,655+9.0% | $2,504-28.0% | $2,551-29.3% |
| Participant deferral / active EE | $3,675 | $3,080+19.3% | $4,559-19.4% | $4,139-11.2% |
| Admin fee / account holder | $1,046 | $4,730-77.9% | $8,342-87.5% | $7,234-85.5% |