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 | $18,201 | $99,877-81.8% | $84,966-78.6% | $145,922-87.5% |
| Participation rate | 95.5% | 74.1%+21.4pp | 67.5%+28.0pp | 80.3%+15.2pp |
| Annual return | 13.84% | 83.76%-69.9pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,183 | $3,231-32.4% | $2,727-19.9% | $4,660-53.1% |
| Participant deferral / active EE | $5,516 | $5,291+4.3% | $4,519+22.0% | $6,688-17.5% |
| Admin fee / account holder | $1,008 | $7,248-86.1% | $6,149-83.6% | $13,397-92.5% |