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 4-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 | $26,723 | $100,004-73.3% | $81,438-67.2% | $145,959-81.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.10% | 34.34%-22.2pp | 24.74%-12.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,491 | $2,970-16.1% | $2,460+1.3% | $4,661-46.5% |
| Participant deferral / active EE | $4,177 | $4,603-9.3% | $3,883+7.6% | $6,689-37.5% |
| Admin fee / account holder | $6,178 | $8,202-24.7% | $5,764+7.2% | $13,398-53.9% |