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 | $18,374 | $114,381-83.9% | $107,525-82.9% | $142,382-87.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.23% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,987 | $4,015-25.6% | $3,754-20.4% | $4,299-30.5% |
| Participant deferral / active EE | $3,690 | $5,564-33.7% | $5,116-27.9% | $6,507-43.3% |
| Admin fee / account holder | $3,570 | $9,860-63.8% | $8,919-60.0% | $12,624-71.7% |