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 6-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 | $39,112 | $100,773-61.2% | $88,946-56.0% | $142,382-72.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.13% | 70.18%-58.1pp | 57.82%-45.7pp | 217.08%-205.0pp |
| Employer contribution / active EE | $5,433 | $2,918+86.2% | $2,555+112.6% | $4,299+26.4% |
| Participant deferral / active EE | $10,333 | $5,230+97.6% | $4,581+125.6% | $6,507+58.8% |
| Admin fee / account holder | $855 | $9,693-91.2% | $8,261-89.6% | $12,624-93.2% |