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 | $19,009 | $118,849-84.0% | $96,562-80.3% | $167,490-88.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.05% | 50.49%-40.4pp | 37.78%-27.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $7,746 | $3,120+148.3% | $2,356+228.7% | $4,837+60.1% |
| Participant deferral / active EE | $4,189 | $4,616-9.2% | $3,849+8.8% | $6,341-33.9% |
| Admin fee / account holder | $547 | $8,065-93.2% | $6,181-91.1% | $12,309-95.6% |