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 | $17,187 | $99,877-82.8% | $84,966-79.8% | $145,922-88.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.21% | 83.76%-75.6pp | 66.38%-58.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,040 | $3,231-36.9% | $2,727-25.2% | $4,660-56.2% |
| Participant deferral / active EE | $3,691 | $5,291-30.2% | $4,519-18.3% | $6,688-44.8% |
| Admin fee / account holder | $1,098 | $7,248-84.9% | $6,149-82.1% | $13,397-91.8% |