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 | $68,696 | $104,974-34.6% | $95,585-28.1% | $142,382-51.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 31.65% | 210.33%-178.7pp | 38.56%-6.9pp | 217.08%-185.4pp |
| Employer contribution / active EE | $15,084 | $2,779+442.9% | $2,527+497.0% | $4,299+250.9% |
| Participant deferral / active EE | $11,119 | $4,352+155.5% | $4,023+176.4% | $6,507+70.9% |
| Admin fee / account holder | $575 | $6,386-91.0% | $6,127-90.6% | $12,624-95.4% |