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 | $27,068 | $106,749-74.6% | $145,433-81.4% | $82,448-67.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 97.73% | 27.59%+70.1pp | 66.58%+31.2pp | 41.64%+56.1pp |
| Employer contribution / active EE | $2,941 | $3,444-14.6% | $4,554-35.4% | $2,551+15.3% |
| Participant deferral / active EE | $3,555 | $6,519-45.5% | $7,897-55.0% | $4,139-14.1% |
| Admin fee / account holder | $910 | $8,390-89.2% | $13,129-93.1% | $7,234-87.4% |