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 | $24,807 | $133,922-81.5% | $116,228-78.7% | $142,382-82.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.48% | 147.76%-126.3pp | 90.06%-68.6pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,665 | $3,446+6.4% | $2,994+22.4% | $4,299-14.8% |
| Participant deferral / active EE | $6,108 | $5,672+7.7% | $4,953+23.3% | $6,507-6.1% |
| Admin fee / account holder | $7,111 | $14,945-52.4% | $11,989-40.7% | $12,624-43.7% |