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 | $97,125-61.3% | $86,233-56.5% | $137,256-72.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.48% | 74.19%-51.7pp | 61.39%-38.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,136 | $2,841-24.8% | $2,504-14.7% | $4,156-48.6% |
| Participant deferral / active EE | $5,316 | $5,180+2.6% | $4,559+16.6% | $6,407-17.0% |
| Admin fee / account holder | $1,798 | $9,725-81.5% | $8,342-78.4% | $12,270-85.3% |