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 5-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 | $49,000 | $100,773-51.4% | $88,946-44.9% | $142,382-65.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 62.84% | 70.18%-7.3pp | 57.82%+5.0pp | 217.08%-154.2pp |
| Employer contribution / active EE | $2,053 | $2,918-29.7% | $2,555-19.7% | $4,299-52.3% |
| Participant deferral / active EE | $5,247 | $5,230+0.3% | $4,581+14.5% | $6,507-19.4% |
| Admin fee / account holder | $1,674 | $9,693-82.7% | $8,261-79.7% | $12,624-86.7% |