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 | $169,161-88.1% | $129,295-84.4% | $145,959-86.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.28% | 14348.07%-14337.8pp | 9429.28%-9419.0pp | 561.95%-551.7pp |
| Employer contribution / active EE | $3,493 | $5,543-37.0% | $4,157-16.0% | $4,661-25.1% |
| Participant deferral / active EE | $5,874 | $4,989+17.7% | $4,169+40.9% | $6,689-12.2% |
| Admin fee / account holder | $640 | $9,878-93.5% | $7,665-91.7% | $13,398-95.2% |