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 | $21,053 | $117,841-82.1% | $102,423-79.4% | $145,922-85.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 58.06% | 31.65%+26.4pp | 29.32%+28.7pp | 561.29%-503.2pp |
| Employer contribution / active EE | $3,052 | $3,615-15.6% | $3,023+1.0% | $4,660-34.5% |
| Participant deferral / active EE | $6,696 | $5,731+16.8% | $5,053+32.5% | $6,688+0.1% |
| Admin fee / account holder | $1,987 | $13,326-85.1% | $9,451-79.0% | $13,397-85.2% |