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 | $15,725 | $99,877-84.3% | $84,966-81.5% | $145,922-89.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.84% | 83.76%-62.9pp | 66.38%-45.5pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,602 | $3,231-50.4% | $2,727-41.2% | $4,660-65.6% |
| Participant deferral / active EE | $4,007 | $5,291-24.3% | $4,519-11.3% | $6,688-40.1% |
| Admin fee / account holder | $383 | $7,248-94.7% | $6,149-93.8% | $13,397-97.1% |