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 | $30,669 | $202,432-84.8% | $169,368-81.9% | $139,434-78.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.75% | 531.74%-504.0pp | 405.60%-377.8pp | 372.94%-345.2pp |
| Employer contribution / active EE | $2,286 | $4,692-51.3% | $4,013-43.0% | $4,751-51.9% |
| Participant deferral / active EE | $12,181 | $6,938+75.6% | $6,221+95.8% | $6,710+81.5% |
| Admin fee / account holder | $398 | $10,708-96.3% | $9,003-95.6% | $11,403-96.5% |