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 5-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 | $44,218 | $99,877-55.7% | $84,966-48.0% | $145,922-69.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.25% | 83.76%-74.5pp | 66.38%-57.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,752 | $3,231-45.8% | $2,727-35.7% | $4,660-62.4% |
| Participant deferral / active EE | $5,254 | $5,291-0.7% | $4,519+16.3% | $6,688-21.4% |
| Admin fee / account holder | $613 | $7,248-91.5% | $6,149-90.0% | $13,397-95.4% |