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 | $25,018 | $166,020-84.9% | $164,866-84.8% | $145,959-82.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.59% | 100.08%-89.5pp | 69.97%-59.4pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,649 | $5,275-68.7% | $4,343-62.0% | $4,661-64.6% |
| Participant deferral / active EE | $2,363 | $6,961-66.0% | $6,033-60.8% | $6,689-64.7% |
| Admin fee / account holder | $1,105 | $16,644-93.4% | $12,689-91.3% | $13,398-91.8% |