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 | $23,898 | $100,773-76.3% | $88,946-73.1% | $142,382-83.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.56% | 70.18%-49.6pp | 57.82%-37.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,633 | $2,918+93.1% | $2,555+120.5% | $4,299+31.0% |
| Participant deferral / active EE | $5,633 | $5,230+7.7% | $4,581+23.0% | $6,507-13.4% |
| Admin fee / account holder | $5,367 | $9,693-44.6% | $8,261-35.0% | $12,624-57.5% |