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 | $35,436 | $169,032-79.0% | $129,207-72.6% | $145,922-75.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.76% | 14330.11%-14318.4pp | 9417.33%-9405.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $10,083 | $5,537+82.1% | $4,153+142.8% | $4,660+116.4% |
| Participant deferral / active EE | $4,308 | $4,987-13.6% | $4,168+3.4% | $6,688-35.6% |
| Admin fee / account holder | $374 | $9,954-96.2% | $7,715-95.1% | $13,397-97.2% |