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 | $37,542 | $100,773-62.7% | $88,946-57.8% | $142,382-73.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.48% | 70.18%-47.7pp | 57.82%-35.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,136 | $2,918-26.8% | $2,555-16.4% | $4,299-50.3% |
| Participant deferral / active EE | $5,316 | $5,230+1.6% | $4,581+16.0% | $6,507-18.3% |
| Admin fee / account holder | $1,798 | $9,693-81.4% | $8,261-78.2% | $12,624-85.8% |