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 | $97,125-80.5% | $86,233-78.1% | $137,256-86.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 25.32% | 74.19%-48.9pp | 61.39%-36.1pp | 220.34%-195.0pp |
| Employer contribution / active EE | $2,093 | $2,841-26.3% | $2,504-16.4% | $4,156-49.6% |
| Participant deferral / active EE | $2,343 | $5,180-54.8% | $4,559-48.6% | $6,407-63.4% |
| Admin fee / account holder | $344 | $9,725-96.5% | $8,342-95.9% | $12,270-97.2% |