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 6-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 | $39,734 | $100,773-60.6% | $88,946-55.3% | $142,382-72.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.50% | 70.18%-57.7pp | 57.82%-45.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,882 | $2,918+33.1% | $2,555+52.0% | $4,299-9.7% |
| Participant deferral / active EE | $22,652 | $5,230+333.1% | $4,581+394.4% | $6,507+248.1% |
| Admin fee / account holder | $3,626 | $9,693-62.6% | $8,261-56.1% | $12,624-71.3% |