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 | $49,000 | $99,877-50.9% | $84,966-42.3% | $145,922-66.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.92% | 83.76%-74.8pp | 66.38%-57.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $792 | $3,231-75.5% | $2,727-70.9% | $4,660-83.0% |
| Participant deferral / active EE | $6,595 | $5,291+24.7% | $4,519+45.9% | $6,688-1.4% |
| Admin fee / account holder | $3,065 | $7,248-57.7% | $6,149-50.1% | $13,397-77.1% |