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 4-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 | $7,910 | $104,974-92.5% | $95,585-91.7% | $142,382-94.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.00% | 210.33%-187.3pp | 38.56%-15.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,056 | $2,779-62.0% | $2,527-58.2% | $4,299-75.4% |
| Participant deferral / active EE | $2,076 | $4,352-52.3% | $4,023-48.4% | $6,507-68.1% |
| Admin fee / account holder | $2,409 | $6,386-62.3% | $6,127-60.7% | $12,624-80.9% |