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 6-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 | $44,781 | $89,753-50.1% | $107,525-58.4% | $84,808-47.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 21.73% | 29.48%-7.8pp | 181.32%-159.6pp | 40.90%-19.2pp |
| Employer contribution / active EE | $7,248 | $3,113+132.8% | $3,754+93.1% | $2,631+175.5% |
| Participant deferral / active EE | $5,487 | $4,056+35.3% | $5,116+7.3% | $4,212+30.3% |
| Admin fee / account holder | $612 | $7,222-91.5% | $8,919-93.1% | $7,344-91.7% |