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 | $23,489 | $163,101-85.6% | $136,749-82.8% | $142,382-83.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.68% | 27.54%-10.9pp | 24.33%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $6,181 | $4,117+50.2% | $3,400+81.8% | $4,299+43.8% |
| Participant deferral / active EE | $12,283 | $5,585+119.9% | $4,692+161.8% | $6,507+88.8% |
| Admin fee / account holder | $441 | $14,318-96.9% | $11,386-96.1% | $12,624-96.5% |