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 | $32,742 | $95,561-65.7% | $77,163-57.6% | $139,434-76.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.09% | 54.92%-42.8pp | 37.87%-25.8pp | 372.94%-360.8pp |
| Employer contribution / active EE | $5,230 | $3,147+66.2% | $2,535+106.3% | $4,751+10.1% |
| Participant deferral / active EE | $10,549 | $4,624+128.2% | $3,833+175.2% | $6,710+57.2% |
| Admin fee / account holder | $1,061 | $8,295-87.2% | $5,472-80.6% | $11,403-90.7% |