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 | $18,732 | $133,922-86.0% | $116,228-83.9% | $142,382-86.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.37% | 147.76%-128.4pp | 90.06%-70.7pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,198 | $3,446-36.2% | $2,994-26.6% | $4,299-48.9% |
| Participant deferral / active EE | $3,164 | $5,672-44.2% | $4,953-36.1% | $6,507-51.4% |
| Admin fee / account holder | $1,951 | $14,945-86.9% | $11,989-83.7% | $12,624-84.5% |