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 | $41,046 | $111,754-63.3% | $103,333-60.3% | $145,922-71.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.32% | 24.77%-5.4pp | 24.88%-5.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $11,279 | $4,212+167.7% | $3,868+191.6% | $4,660+142.0% |
| Participant deferral / active EE | $10,015 | $5,619+78.2% | $5,057+98.0% | $6,688+49.7% |
| Admin fee / account holder | $4,156 | $9,750-57.4% | $8,355-50.3% | $13,397-69.0% |