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 6-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 | $41,767 | $64,839-35.6% | $95,585-56.3% | $84,808-50.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 29.54% | -670.96%+700.5pp | 38.56%-9.0pp | 40.90%-11.4pp |
| Employer contribution / active EE | $2,800 | $1,759+59.2% | $2,527+10.8% | $2,631+6.4% |
| Participant deferral / active EE | $6,601 | $2,965+122.6% | $4,023+64.1% | $4,212+56.7% |
| Admin fee / account holder | $1,881 | $5,964-68.5% | $6,127-69.3% | $7,344-74.4% |