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 | $32,620 | $111,754-70.8% | $103,333-68.4% | $145,922-77.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.38% | 24.77%-7.4pp | 24.88%-7.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $8,549 | $4,212+102.9% | $3,868+121.0% | $4,660+83.5% |
| Participant deferral / active EE | $5,814 | $5,619+3.5% | $5,057+15.0% | $6,688-13.1% |
| Admin fee / account holder | $5,812 | $9,750-40.4% | $8,355-30.4% | $13,397-56.6% |