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 | $12,050 | $104,974-88.5% | $95,585-87.4% | $142,382-91.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.00% | 210.33%-189.3pp | 38.56%-17.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,414 | $2,779-49.1% | $2,527-44.0% | $4,299-67.1% |
| Participant deferral / active EE | $2,477 | $4,352-43.1% | $4,023-38.4% | $6,507-61.9% |
| Admin fee / account holder | $491 | $6,386-92.3% | $6,127-92.0% | $12,624-96.1% |