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 7-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 | $23,717 | $111,754-78.8% | $103,333-77.0% | $145,922-83.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.71% | 24.77%-8.1pp | 24.88%-8.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $17,778 | $4,212+322.0% | $3,868+359.6% | $4,660+281.5% |
| Participant deferral / active EE | $7,307 | $5,619+30.1% | $5,057+44.5% | $6,688+9.3% |
| Admin fee / account holder | $1,041 | $9,750-89.3% | $8,355-87.5% | $13,397-92.2% |