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 3-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 | $62,666 | $111,754-43.9% | $103,333-39.4% | $145,922-57.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.16% | 24.77%-10.6pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $5,539 | $4,212+31.5% | $3,868+43.2% | $4,660+18.9% |
| Participant deferral / active EE | $14,114 | $5,619+151.2% | $5,057+179.1% | $6,688+111.0% |
| Admin fee / account holder | $442 | $9,750-95.5% | $8,355-94.7% | $13,397-96.7% |