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 | $165,990 | $210,648-21.2% | $177,989-6.7% | $145,922+13.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.15% | 385.86%-376.7pp | 294.48%-285.3pp | 561.29%-552.1pp |
| Employer contribution / active EE | $3,867 | $4,565-15.3% | $3,949-2.1% | $4,660-17.0% |
| Participant deferral / active EE | $44,849 | $6,958+544.6% | $6,276+614.6% | $6,688+570.6% |
| Admin fee / account holder | $1,323 | $12,013-89.0% | $10,363-87.2% | $13,397-90.1% |