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 | $17,387 | $99,877-82.6% | $84,966-79.5% | $145,922-88.1% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 9.15% | 83.76%-74.6pp | 66.38%-57.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,905 | $3,231-41.1% | $2,727-30.2% | $4,660-59.1% |
| Participant deferral / active EE | $5,033 | $5,291-4.9% | $4,519+11.4% | $6,688-24.7% |
| Admin fee / account holder | $2,398 | $7,248-66.9% | $6,149-61.0% | $13,397-82.1% |