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 3-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 | $89,370 | $169,032-47.1% | $129,207-30.8% | $145,922-38.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.27% | 14330.11%-14316.8pp | 9417.33%-9404.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $994 | $5,537-82.0% | $4,153-76.1% | $4,660-78.7% |
| Participant deferral / active EE | $8,625 | $4,987+72.9% | $4,168+107.0% | $6,688+29.0% |
| Admin fee / account holder | $4,732 | $9,954-52.5% | $7,715-38.7% | $13,397-64.7% |