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 | $31,605 | $173,345-81.8% | $136,007-76.8% | $145,922-78.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.44% | 1163.32%-1148.9pp | 579.32%-564.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,713 | $5,278-29.7% | $4,217-11.9% | $4,660-20.3% |
| Participant deferral / active EE | $6,055 | $8,699-30.4% | $7,025-13.8% | $6,688-9.5% |
| Admin fee / account holder | $717 | $9,954-92.8% | $6,858-89.5% | $13,397-94.6% |