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 4-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 | $25,300 | $100,773-74.9% | $88,946-71.6% | $142,382-82.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.72% | 70.18%-46.5pp | 57.82%-34.1pp | 217.08%-193.4pp |
| Employer contribution / active EE | $3,842 | $2,918+31.7% | $2,555+50.4% | $4,299-10.6% |
| Participant deferral / active EE | $8,629 | $5,230+65.0% | $4,581+88.3% | $6,507+32.6% |
| Admin fee / account holder | $539 | $9,693-94.4% | $8,261-93.5% | $12,624-95.7% |