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 | $38,148 | $97,125-60.7% | $86,233-55.8% | $137,256-72.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.69% | 74.19%-60.5pp | 61.39%-47.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,848 | $2,841+0.2% | $2,504+13.7% | $4,156-31.5% |
| Participant deferral / active EE | $2,848 | $5,180-45.0% | $4,559-37.5% | $6,407-55.5% |
| Admin fee / account holder | $447 | $9,725-95.4% | $8,342-94.6% | $12,270-96.4% |