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 4-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 | $37,810 | $101,618-62.8% | $93,063-59.4% | $137,256-72.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.71% | 223.95%-206.2pp | 34.15%-16.4pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,517 | $2,707-44.0% | $2,476-38.7% | $4,156-63.5% |
| Participant deferral / active EE | $7,148 | $4,279+67.0% | $3,958+80.6% | $6,407+11.6% |
| Admin fee / account holder | $514 | $6,198-91.7% | $6,033-91.5% | $12,270-95.8% |