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 | $19,998 | $74,888-73.3% | $71,209-71.9% | $142,382-86.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.41% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,135 | $2,854+44.9% | $2,721+52.0% | $4,299-3.8% |
| Participant deferral / active EE | $4,135 | $4,454-7.2% | $4,175-1.0% | $6,507-36.5% |
| Admin fee / account holder | $302 | $5,568-94.6% | $5,349-94.3% | $12,624-97.6% |