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 | $31,140 | $99,877-68.8% | $84,966-63.3% | $145,922-78.7% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 14.74% | 83.76%-69.0pp | 66.38%-51.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,350 | $3,231-58.2% | $2,727-50.5% | $4,660-71.0% |
| Participant deferral / active EE | $4,747 | $5,291-10.3% | $4,519+5.0% | $6,688-29.0% |
| Admin fee / account holder | $4,657 | $7,248-35.8% | $6,149-24.3% | $13,397-65.2% |