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 3-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 | $53,904 | $210,648-74.4% | $177,989-69.7% | $145,922-63.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.06% | 385.86%-364.8pp | 294.48%-273.4pp | 561.29%-540.2pp |
| Employer contribution / active EE | $1,661 | $4,565-63.6% | $3,949-57.9% | $4,660-64.4% |
| Participant deferral / active EE | $7,023 | $6,958+0.9% | $6,276+11.9% | $6,688+5.0% |
| Admin fee / account holder | $1,037 | $12,013-91.4% | $10,363-90.0% | $13,397-92.3% |