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 | $23,430 | $56,060-58.2% | $76,002-69.2% | $80,874-71.0% |
| Participation rate | 85.4% | 62.0%+23.3pp | 69.1%+16.3pp | 67.6%+17.7pp |
| Annual return | 27.43% | 20.54%+6.9pp | 360.07%-332.6pp | 35.62%-8.2pp |
| Employer contribution / active EE | $1,842 | $1,873-1.7% | $2,688-31.5% | $2,756-33.2% |
| Participant deferral / active EE | $6,917 | $3,051+126.7% | $4,257+62.5% | $4,297+61.0% |
| Admin fee / account holder | $3,589 | $5,237-31.5% | $6,414-44.0% | $6,935-48.2% |