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 10-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 | $18,590 | $84,233-77.9% | $170,442-89.1% | $70,131-73.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.72% | 23.06%-3.3pp | 205.93%-186.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $5,415 | $3,387+59.9% | $5,433-0.3% | $2,342+131.2% |
| Participant deferral / active EE | $4,984 | $3,086+61.5% | $4,939+0.9% | $3,332+49.6% |
| Admin fee / account holder | $982 | $5,698-82.8% | $13,880-92.9% | $4,645-78.9% |