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 | $26,457 | $140,940-81.2% | $112,229-76.4% | $139,434-81.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 46.86% | 32.71%+14.2pp | 30.20%+16.7pp | 372.94%-326.1pp |
| Employer contribution / active EE | $3,362 | $4,283-21.5% | $3,430-2.0% | $4,751-29.2% |
| Participant deferral / active EE | $14,196 | $5,874+141.7% | $4,798+195.9% | $6,710+111.6% |
| Admin fee / account holder | $2,716 | $9,954-72.7% | $7,748-65.0% | $11,403-76.2% |