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 | $24,680 | $100,773-75.5% | $88,946-72.3% | $142,382-82.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.97% | 70.18%-43.2pp | 57.82%-30.9pp | 217.08%-190.1pp |
| Employer contribution / active EE | $845 | $2,918-71.0% | $2,555-66.9% | $4,299-80.3% |
| Participant deferral / active EE | $9,443 | $5,230+80.5% | $4,581+106.1% | $6,507+45.1% |
| Admin fee / account holder | $329 | $9,693-96.6% | $8,261-96.0% | $12,624-97.4% |