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 | $26,867 | $165,984-83.8% | $164,813-83.7% | $145,922-81.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.96% | 100.03%-80.1pp | 69.93%-50.0pp | 561.29%-541.3pp |
| Employer contribution / active EE | $2,877 | $5,273-45.4% | $4,341-33.7% | $4,660-38.3% |
| Participant deferral / active EE | $4,835 | $6,959-30.5% | $6,031-19.8% | $6,688-27.7% |
| Admin fee / account holder | $338 | $16,648-98.0% | $12,690-97.3% | $13,397-97.5% |