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 | $82,814 | $169,032-51.0% | $129,207-35.9% | $145,922-43.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.74% | 14330.11%-14319.4pp | 9417.33%-9406.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,557 | $5,537-53.8% | $4,153-38.4% | $4,660-45.1% |
| Participant deferral / active EE | $12,134 | $4,987+143.3% | $4,168+191.1% | $6,688+81.4% |
| Admin fee / account holder | $12,751 | $9,954+28.1% | $7,715+65.3% | $13,397-4.8% |