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 | $18,907 | $100,773-81.2% | $88,946-78.7% | $142,382-86.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.32% | 70.18%-44.9pp | 57.82%-32.5pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,093 | $2,918-28.3% | $2,555-18.1% | $4,299-51.3% |
| Participant deferral / active EE | $2,343 | $5,230-55.2% | $4,581-48.9% | $6,507-64.0% |
| Admin fee / account holder | $344 | $9,693-96.5% | $8,261-95.8% | $12,624-97.3% |