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 | $9,311 | $72,400-87.1% | $67,502-86.2% | $145,922-93.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.78% | 7182.46%-7166.7pp | 3512.12%-3496.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,576 | $3,069-48.7% | $2,731-42.3% | $4,660-66.2% |
| Participant deferral / active EE | $3,252 | $4,783-32.0% | $4,000-18.7% | $6,688-51.4% |
| Admin fee / account holder | $596 | $5,539-89.2% | $3,998-85.1% | $13,397-95.5% |