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 | $132,634-85.9% | $115,768-83.8% | $137,256-86.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 19.37% | 160.70%-141.3pp | 100.46%-81.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,198 | $3,360-34.6% | $2,940-25.2% | $4,156-47.1% |
| Participant deferral / active EE | $3,164 | $5,619-43.7% | $4,917-35.6% | $6,407-50.6% |
| Admin fee / account holder | $1,951 | $15,028-87.0% | $12,439-84.3% | $12,270-84.1% |