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 | $32,350 | $104,974-69.2% | $95,585-66.2% | $142,382-77.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.52% | 210.33%-192.8pp | 38.56%-21.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,837 | $2,779-33.9% | $2,527-27.3% | $4,299-57.3% |
| Participant deferral / active EE | $6,143 | $4,352+41.1% | $4,023+52.7% | $6,507-5.6% |
| Admin fee / account holder | $617 | $6,386-90.3% | $6,127-89.9% | $12,624-95.1% |