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 | $14,330 | $99,877-85.7% | $84,966-83.1% | $145,922-90.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.96% | 83.76%-67.8pp | 66.38%-50.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,081 | $3,231-35.6% | $2,727-23.7% | $4,660-55.3% |
| Participant deferral / active EE | $3,832 | $5,291-27.6% | $4,519-15.2% | $6,688-42.7% |
| Admin fee / account holder | $892 | $7,248-87.7% | $6,149-85.5% | $13,397-93.3% |