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 4-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 | $20,435 | $100,773-79.7% | $88,946-77.0% | $142,382-85.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.63% | 70.18%-46.5pp | 57.82%-34.2pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,977 | $2,918-32.2% | $2,555-22.6% | $4,299-54.0% |
| Participant deferral / active EE | $6,419 | $5,230+22.7% | $4,581+40.1% | $6,507-1.4% |
| Admin fee / account holder | $1,376 | $9,693-85.8% | $8,261-83.3% | $12,624-89.1% |