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 | $22,084 | $74,888-70.5% | $71,209-69.0% | $142,382-84.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.06% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,267 | $2,854-55.6% | $2,721-53.5% | $4,299-70.5% |
| Participant deferral / active EE | $4,783 | $4,454+7.4% | $4,175+14.6% | $6,507-26.5% |
| Admin fee / account holder | $6,057 | $5,568+8.8% | $5,349+13.2% | $12,624-52.0% |