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 | $26,973 | $169,032-84.0% | $129,207-79.1% | $145,922-81.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.55% | 14330.11%-14315.6pp | 9417.33%-9402.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $269 | $5,537-95.1% | $4,153-93.5% | $4,660-94.2% |
| Participant deferral / active EE | $1,360 | $4,987-72.7% | $4,168-67.4% | $6,688-79.7% |
| Admin fee / account holder | $2,223 | $9,954-77.7% | $7,715-71.2% | $13,397-83.4% |