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 | $66,785 | $87,013-23.2% | $106,213-37.1% | $80,856-17.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.44% | 17.05%-2.6pp | 116.14%-101.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $5,237 | $2,395+118.7% | $3,171+65.1% | $2,755+90.1% |
| Participant deferral / active EE | $11,523 | $3,986+189.1% | $5,016+129.7% | $4,296+168.2% |
| Admin fee / account holder | $534 | $8,431-93.7% | $11,033-95.2% | $6,918-92.3% |