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 | $169,161-84.1% | $129,295-79.1% | $145,959-81.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.55% | 14348.07%-14333.5pp | 9429.28%-9414.7pp | 561.95%-547.4pp |
| Employer contribution / active EE | $269 | $5,543-95.1% | $4,157-93.5% | $4,661-94.2% |
| Participant deferral / active EE | $1,360 | $4,989-72.8% | $4,169-67.4% | $6,689-79.7% |
| Admin fee / account holder | $2,223 | $9,878-77.5% | $7,665-71.0% | $13,398-83.4% |