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 | $55,067 | $111,535-50.6% | $105,223-47.7% | $137,256-59.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.26% | 237.85%-216.6pp | 180.65%-159.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,815 | $3,939-53.9% | $3,689-50.8% | $4,156-56.3% |
| Participant deferral / active EE | $11,822 | $5,500+115.0% | $5,072+133.1% | $6,407+84.5% |
| Admin fee / account holder | $452 | $9,721-95.4% | $8,859-94.9% | $12,270-96.3% |