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 | $15,249 | $100,773-84.9% | $88,946-82.9% | $142,382-89.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.21% | 70.18%-55.0pp | 57.82%-42.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,115 | $2,918-61.8% | $2,555-56.4% | $4,299-74.1% |
| Participant deferral / active EE | $1,612 | $5,230-69.2% | $4,581-64.8% | $6,507-75.2% |
| Admin fee / account holder | $597 | $9,693-93.8% | $8,261-92.8% | $12,624-95.3% |