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 | $82,363 | $169,161-51.3% | $129,295-36.3% | $145,959-43.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.98% | 14348.07%-14340.1pp | 9429.28%-9421.3pp | 561.95%-554.0pp |
| Employer contribution / active EE | $7,870 | $5,543+42.0% | $4,157+89.3% | $4,661+68.8% |
| Participant deferral / active EE | $13,591 | $4,989+172.4% | $4,169+226.0% | $6,689+103.2% |
| Admin fee / account holder | $1,041 | $9,878-89.5% | $7,665-86.4% | $13,398-92.2% |