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 | $16,500 | $159,602-89.7% | $150,045-89.0% | $142,382-88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.19% | 70.24%-51.0pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,333 | $4,961-53.0% | $4,693-50.3% | $4,299-45.7% |
| Participant deferral / active EE | $2,713 | $8,310-67.4% | $7,997-66.1% | $6,507-58.3% |
| Admin fee / account holder | $442 | $14,846-97.0% | $13,435-96.7% | $12,624-96.5% |