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 | $32,070 | $162,781-80.3% | $133,956-76.1% | $158,922-79.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 29.63% | 41.94%-12.3pp | 45.09%-15.5pp | 302.83%-273.2pp |
| Employer contribution / active EE | $1,366 | $4,975-72.5% | $3,919-65.1% | $4,761-71.3% |
| Participant deferral / active EE | $13,657 | $5,911+131.0% | $5,048+170.6% | $5,982+128.3% |
| Admin fee / account holder | $1,014 | $11,736-91.4% | $8,927-88.6% | $11,246-91.0% |