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 | $12,328 | $101,618-87.9% | $93,063-86.8% | $137,256-91.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 25.08% | 223.95%-198.9pp | 34.15%-9.1pp | 220.34%-195.3pp |
| Employer contribution / active EE | $2,261 | $2,707-16.5% | $2,476-8.7% | $4,156-45.6% |
| Participant deferral / active EE | $5,575 | $4,279+30.3% | $3,958+40.8% | $6,407-13.0% |
| Admin fee / account holder | $883 | $6,198-85.8% | $6,033-85.4% | $12,270-92.8% |