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 | $99,921-85.7% | $85,009-83.1% | $145,959-90.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.96% | 83.89%-67.9pp | 66.47%-50.5pp | 561.95%-546.0pp |
| Employer contribution / active EE | $2,081 | $3,233-35.6% | $2,728-23.7% | $4,661-55.3% |
| Participant deferral / active EE | $3,832 | $5,293-27.6% | $4,522-15.2% | $6,689-42.7% |
| Admin fee / account holder | $892 | $7,252-87.7% | $6,153-85.5% | $13,398-93.3% |