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 | $60,022-71.0% | $88,946-80.4% | $84,808-79.5% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 17.03% | 22.43%-5.4pp | 57.82%-40.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,804 | $1,703+5.9% | $2,555-29.4% | $2,631-31.4% |
| Participant deferral / active EE | $3,675 | $3,114+18.0% | $4,581-19.8% | $4,212-12.7% |
| Admin fee / account holder | $1,046 | $4,811-78.3% | $8,261-87.3% | $7,344-85.8% |