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 | $34,611 | $100,773-65.7% | $88,946-61.1% | $142,382-75.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.64% | 70.18%-53.5pp | 57.82%-41.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,822 | $2,918+99.5% | $2,555+127.9% | $4,299+35.4% |
| Participant deferral / active EE | $4,775 | $5,230-8.7% | $4,581+4.2% | $6,507-26.6% |
| Admin fee / account holder | $2,288 | $9,693-76.4% | $8,261-72.3% | $12,624-81.9% |