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 | $19,735 | $100,773-80.4% | $88,946-77.8% | $142,382-86.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 51.87% | 70.18%-18.3pp | 57.82%-5.9pp | 217.08%-165.2pp |
| Employer contribution / active EE | $2,374 | $2,918-18.6% | $2,555-7.1% | $4,299-44.8% |
| Participant deferral / active EE | $6,799 | $5,230+30.0% | $4,581+48.4% | $6,507+4.5% |
| Admin fee / account holder | $2,454 | $9,693-74.7% | $8,261-70.3% | $12,624-80.6% |