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 | $4,605 | $74,888-93.9% | $71,209-93.5% | $142,382-96.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.44% | 345.14%-318.7pp | 282.51%-256.1pp | 217.08%-190.6pp |
| Employer contribution / active EE | $1,752 | $2,854-38.6% | $2,721-35.6% | $4,299-59.3% |
| Participant deferral / active EE | $2,103 | $4,454-52.8% | $4,175-49.6% | $6,507-67.7% |
| Admin fee / account holder | $388 | $5,568-93.0% | $5,349-92.8% | $12,624-96.9% |