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 | $23,400 | $115,708-79.8% | $65,255-64.1% | $139,434-83.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 16.29% | 31.19%-14.9pp | 47.35%-31.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $7,509 | $2,599+188.9% | $1,691+344.0% | $4,751+58.1% |
| Participant deferral / active EE | $7,241 | $4,240+70.8% | $2,831+155.8% | $6,710+7.9% |
| Admin fee / account holder | $318 | $6,698-95.3% | $4,112-92.3% | $11,403-97.2% |