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 3-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 | $11,107 | $111,754-90.1% | $103,333-89.3% | $145,922-92.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 50.72% | 24.77%+26.0pp | 24.88%+25.8pp | 561.29%-510.6pp |
| Employer contribution / active EE | $1,582 | $4,212-62.4% | $3,868-59.1% | $4,660-66.0% |
| Participant deferral / active EE | $8,134 | $5,619+44.8% | $5,057+60.8% | $6,688+21.6% |
| Admin fee / account holder | $337 | $9,750-96.5% | $8,355-96.0% | $13,397-97.5% |