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 | $18,437 | $54,705-66.3% | $71,209-74.1% | $84,808-78.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.49% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,565 | $2,158+18.8% | $2,721-5.7% | $2,631-2.5% |
| Participant deferral / active EE | $3,223 | $3,030+6.3% | $4,175-22.8% | $4,212-23.5% |
| Admin fee / account holder | $1,731 | $4,863-64.4% | $5,349-67.6% | $7,344-76.4% |