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 4-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 | $17,956 | $133,922-86.6% | $116,228-84.6% | $142,382-87.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.31% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,405 | $3,446-30.2% | $2,994-19.7% | $4,299-44.1% |
| Participant deferral / active EE | $6,818 | $5,672+20.2% | $4,953+37.7% | $6,507+4.8% |
| Admin fee / account holder | $3,530 | $14,945-76.4% | $11,989-70.6% | $12,624-72.0% |