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 | $21,927 | $111,754-80.4% | $103,333-78.8% | $145,922-85.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.63% | 24.77%-9.1pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,065 | $4,212-27.2% | $3,868-20.8% | $4,660-34.2% |
| Participant deferral / active EE | $6,662 | $5,619+18.6% | $5,057+31.7% | $6,688-0.4% |
| Admin fee / account holder | $1,512 | $9,750-84.5% | $8,355-81.9% | $13,397-88.7% |