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 | $56,053-58.2% | $75,972-69.2% | $80,856-71.0% |
| Participation rate | 85.4% | 62.0%+23.3pp | 69.1%+16.3pp | 67.6%+17.7pp |
| Annual return | 27.43% | 20.53%+6.9pp | 359.55%-332.1pp | 35.59%-8.2pp |
| Employer contribution / active EE | $1,842 | $1,874-1.7% | $2,685-31.4% | $2,755-33.1% |
| Participant deferral / active EE | $6,917 | $3,052+126.7% | $4,255+62.5% | $4,296+61.0% |
| Admin fee / account holder | $3,589 | $5,234-31.4% | $6,467-44.5% | $6,918-48.1% |