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 | $18,665 | $109,904-83.0% | $97,167-80.8% | $145,959-87.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.78% | 243.43%-232.6pp | 75.27%-64.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,264 | $3,084-59.0% | $2,729-53.7% | $4,661-72.9% |
| Participant deferral / active EE | $4,589 | $4,676-1.9% | $4,264+7.6% | $6,689-31.4% |
| Admin fee / account holder | $360 | $6,216-94.2% | $5,650-93.6% | $13,398-97.3% |