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 | $56,827 | $99,877-43.1% | $84,966-33.1% | $145,922-61.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.87% | 83.76%-69.9pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,106 | $3,231-34.8% | $2,727-22.8% | $4,660-54.8% |
| Participant deferral / active EE | $4,385 | $5,291-17.1% | $4,519-3.0% | $6,688-34.4% |
| Admin fee / account holder | $2,694 | $7,248-62.8% | $6,149-56.2% | $13,397-79.9% |