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 | $69,357 | $210,698-67.1% | $178,014-61.0% | $145,959-52.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.90% | 386.27%-375.4pp | 294.80%-283.9pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,432 | $4,567-46.7% | $3,950-38.4% | $4,661-47.8% |
| Participant deferral / active EE | $16,665 | $6,958+139.5% | $6,276+165.5% | $6,689+149.2% |
| Admin fee / account holder | $648 | $12,016-94.6% | $10,362-93.7% | $13,398-95.2% |