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 | $21,979 | $99,877-78.0% | $84,966-74.1% | $145,922-84.9% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 30.63% | 83.76%-53.1pp | 66.38%-35.8pp | 561.29%-530.7pp |
| Employer contribution / active EE | $2,266 | $3,231-29.9% | $2,727-16.9% | $4,660-51.4% |
| Participant deferral / active EE | $2,679 | $5,291-49.4% | $4,519-40.7% | $6,688-59.9% |
| Admin fee / account holder | $1,402 | $7,248-80.6% | $6,149-77.2% | $13,397-89.5% |