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 3-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 | $16,527 | $109,904-85.0% | $97,167-83.0% | $145,959-88.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.20% | 243.43%-228.2pp | 75.27%-60.1pp | 561.95%-546.7pp |
| Employer contribution / active EE | $2,088 | $3,084-32.3% | $2,729-23.5% | $4,661-55.2% |
| Participant deferral / active EE | $3,892 | $4,676-16.8% | $4,264-8.7% | $6,689-41.8% |
| Admin fee / account holder | $3,524 | $6,216-43.3% | $5,650-37.6% | $13,398-73.7% |