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 | $19,779 | $99,877-80.2% | $84,966-76.7% | $145,922-86.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.67% | 83.76%-68.1pp | 66.38%-50.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,292 | $3,231-60.0% | $2,727-52.6% | $4,660-72.3% |
| Participant deferral / active EE | $6,228 | $5,291+17.7% | $4,519+37.8% | $6,688-6.9% |
| Admin fee / account holder | $464 | $7,248-93.6% | $6,149-92.4% | $13,397-96.5% |