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 | $97,125-75.4% | $86,233-72.3% | $137,256-82.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.56% | 74.19%-53.6pp | 61.39%-40.8pp | 220.34%-199.8pp |
| Employer contribution / active EE | $5,633 | $2,841+98.3% | $2,504+124.9% | $4,156+35.5% |
| Participant deferral / active EE | $5,633 | $5,180+8.8% | $4,559+23.6% | $6,407-12.1% |
| Admin fee / account holder | $5,367 | $9,725-44.8% | $8,342-35.7% | $12,270-56.3% |