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 | $13,449 | $169,032-92.0% | $129,207-89.6% | $145,922-90.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.69% | 14330.11%-14311.4pp | 9417.33%-9398.6pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,546 | $5,537-72.1% | $4,153-62.8% | $4,660-66.8% |
| Participant deferral / active EE | $2,938 | $4,987-41.1% | $4,168-29.5% | $6,688-56.1% |
| Admin fee / account holder | $928 | $9,954-90.7% | $7,715-88.0% | $13,397-93.1% |