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 | $20,075 | $100,773-80.1% | $88,946-77.4% | $142,382-85.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 38.50% | 70.18%-31.7pp | 57.82%-19.3pp | 217.08%-178.6pp |
| Employer contribution / active EE | $4,516 | $2,918+54.8% | $2,555+76.7% | $4,299+5.0% |
| Participant deferral / active EE | $4,917 | $5,230-6.0% | $4,581+7.3% | $6,507-24.4% |
| Admin fee / account holder | $3,417 | $9,693-64.7% | $8,261-58.6% | $12,624-72.9% |