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 | $27,750 | $102,604-73.0% | $86,188-67.8% | $139,434-80.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.62% | 1922.51%-1907.9pp | 1168.45%-1153.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $6,995 | $3,032+130.7% | $2,380+193.9% | $4,751+47.2% |
| Participant deferral / active EE | $2,103 | $4,676-55.0% | $3,985-47.2% | $6,710-68.7% |
| Admin fee / account holder | $302 | $8,657-96.5% | $6,852-95.6% | $11,403-97.4% |