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 | $19,332 | $100,773-80.8% | $88,946-78.3% | $142,382-86.4% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 22.53% | 70.18%-47.6pp | 57.82%-35.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,327 | $2,918-54.5% | $2,555-48.1% | $4,299-69.1% |
| Participant deferral / active EE | $7,082 | $5,230+35.4% | $4,581+54.6% | $6,507+8.8% |
| Admin fee / account holder | $1,989 | $9,693-79.5% | $8,261-75.9% | $12,624-84.2% |