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 5-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 | $22,195 | $127,264-82.6% | $109,895-79.8% | $167,490-86.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.41% | 22.97%-10.6pp | 29.45%-17.0pp | 478.56%-466.1pp |
| Employer contribution / active EE | $15,477 | $3,322+365.8% | $2,842+444.5% | $4,837+219.9% |
| Participant deferral / active EE | $6,221 | $4,514+37.8% | $4,048+53.7% | $6,341-1.9% |
| Admin fee / account holder | $757 | $7,114-89.4% | $6,066-87.5% | $12,309-93.9% |