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 | $20,478 | $100,773-79.7% | $88,946-77.0% | $142,382-85.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.39% | 70.18%-45.8pp | 57.82%-33.4pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,900 | $2,918-34.9% | $2,555-25.7% | $4,299-55.8% |
| Participant deferral / active EE | $4,472 | $5,230-14.5% | $4,581-2.4% | $6,507-31.3% |
| Admin fee / account holder | $1,152 | $9,693-88.1% | $8,261-86.1% | $12,624-90.9% |