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 | $54,257 | $110,257-50.8% | $96,544-43.8% | $139,434-61.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.45% | 26.32%-12.9pp | 25.84%-12.4pp | 372.94%-359.5pp |
| Employer contribution / active EE | $37,500 | $3,620+936.0% | $2,965+1164.8% | $4,751+689.3% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $4,851-100.0% | $6,710-100.0% |
| Admin fee / account holder | $372 | $11,591-96.8% | $8,252-95.5% | $11,403-96.7% |