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 | $18,510 | $58,208-68.2% | $81,812-77.4% | $80,856-77.1% |
| Participation rate | 93.1% | 63.4%+29.7pp | 72.3%+20.8pp | 67.6%+25.5pp |
| Annual return | 18.94% | 41.66%-22.7pp | 773.79%-754.8pp | 35.59%-16.7pp |
| Employer contribution / active EE | $2,437 | $2,340+4.2% | $2,912-16.3% | $2,755-11.5% |
| Participant deferral / active EE | $6,161 | $3,281+87.8% | $4,319+42.7% | $4,296+43.4% |
| Admin fee / account holder | $577 | $4,981-88.4% | $7,386-92.2% | $6,918-91.7% |