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 | $20,203 | $169,032-88.0% | $129,207-84.4% | $145,922-86.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.28% | 14330.11%-14319.8pp | 9417.33%-9407.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,493 | $5,537-36.9% | $4,153-15.9% | $4,660-25.0% |
| Participant deferral / active EE | $5,874 | $4,987+17.8% | $4,168+40.9% | $6,688-12.2% |
| Admin fee / account holder | $640 | $9,954-93.6% | $7,715-91.7% | $13,397-95.2% |