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 | $33,291 | $111,754-70.2% | $103,333-67.8% | $145,922-77.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.42% | 24.77%-11.3pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $43,525 | $4,212+933.2% | $3,868+1025.3% | $4,660+834.1% |
| Participant deferral / active EE | $25,216 | $5,619+348.8% | $5,057+398.6% | $6,688+277.1% |
| Admin fee / account holder | $3,758 | $9,750-61.5% | $8,355-55.0% | $13,397-71.9% |