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 3-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 | $8,467 | $95,266-91.1% | $82,389-89.7% | $142,382-94.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 32.40% | 25.74%+6.7pp | 28.67%+3.7pp | 217.08%-184.7pp |
| Employer contribution / active EE | $4,742 | $2,991+58.5% | $2,517+88.4% | $4,299+10.3% |
| Participant deferral / active EE | $4,029 | $4,809-16.2% | $4,155-3.0% | $6,507-38.1% |
| Admin fee / account holder | $1,386 | $8,563-83.8% | $7,231-80.8% | $12,624-89.0% |