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 3-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 | $6,605 | $104,974-93.7% | $95,585-93.1% | $142,382-95.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.78% | 210.33%-192.5pp | 38.56%-20.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $996 | $2,779-64.2% | $2,527-60.6% | $4,299-76.8% |
| Participant deferral / active EE | $1,250 | $4,352-71.3% | $4,023-68.9% | $6,507-80.8% |
| Admin fee / account holder | $1,054 | $6,386-83.5% | $6,127-82.8% | $12,624-91.7% |