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 | $88,362 | $169,032-47.7% | $129,207-31.6% | $145,922-39.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.94% | 14330.11%-14321.2pp | 9417.33%-9408.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,351 | $5,537-57.5% | $4,153-43.4% | $4,660-49.6% |
| Participant deferral / active EE | $6,553 | $4,987+31.4% | $4,168+57.2% | $6,688-2.0% |
| Admin fee / account holder | $2,730 | $9,954-72.6% | $7,715-64.6% | $13,397-79.6% |