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 6-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 | $16,836 | $99,877-83.1% | $84,966-80.2% | $145,922-88.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.52% | 83.76%-69.2pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,066 | $3,231-67.0% | $2,727-60.9% | $4,660-77.1% |
| Participant deferral / active EE | $2,635 | $5,291-50.2% | $4,519-41.7% | $6,688-60.6% |
| Admin fee / account holder | $500 | $7,248-93.1% | $6,149-91.9% | $13,397-96.3% |