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 | $54,511 | $97,125-43.9% | $86,233-36.8% | $137,256-60.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 44.26% | 74.19%-29.9pp | 61.39%-17.1pp | 220.34%-176.1pp |
| Employer contribution / active EE | $830 | $2,841-70.8% | $2,504-66.9% | $4,156-80.0% |
| Participant deferral / active EE | $1,344 | $5,180-74.1% | $4,559-70.5% | $6,407-79.0% |
| Admin fee / account holder | $792 | $9,725-91.9% | $8,342-90.5% | $12,270-93.5% |