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 4-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 | $53,564 | $100,773-46.8% | $88,946-39.8% | $142,382-62.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.90% | 70.18%-51.3pp | 57.82%-38.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,263 | $2,918-22.5% | $2,555-11.4% | $4,299-47.4% |
| Participant deferral / active EE | $9,133 | $5,230+74.6% | $4,581+99.4% | $6,507+40.4% |
| Admin fee / account holder | $324 | $9,693-96.7% | $8,261-96.1% | $12,624-97.4% |