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 | $23,987 | $172,478-86.1% | $145,661-83.5% | $142,382-83.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 19.86% | 151.09%-131.2pp | 101.46%-81.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,699 | $4,899-65.3% | $4,238-59.9% | $4,299-60.5% |
| Participant deferral / active EE | $6,342 | $8,348-24.0% | $7,198-11.9% | $6,507-2.5% |
| Admin fee / account holder | $624 | $16,864-96.3% | $12,466-95.0% | $12,624-95.1% |