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 | $51,562 | $109,904-53.1% | $97,167-46.9% | $145,959-64.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.88% | 243.43%-230.5pp | 75.27%-62.4pp | 561.95%-549.1pp |
| Employer contribution / active EE | $33,814 | $3,084+996.3% | $2,729+1139.0% | $4,661+625.5% |
| Participant deferral / active EE | $782 | $4,676-83.3% | $4,264-81.7% | $6,689-88.3% |
| Admin fee / account holder | $313 | $6,216-95.0% | $5,650-94.5% | $13,398-97.7% |