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 | $22,014 | $104,974-79.0% | $95,585-77.0% | $142,382-84.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.41% | 210.33%-199.9pp | 38.56%-28.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,855 | $2,779-33.2% | $2,527-26.6% | $4,299-56.9% |
| Participant deferral / active EE | $650 | $4,352-85.1% | $4,023-83.8% | $6,507-90.0% |
| Admin fee / account holder | $418 | $6,386-93.4% | $6,127-93.2% | $12,624-96.7% |