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 | $12,375 | $58,208-78.7% | $81,812-84.9% | $80,856-84.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 22.18% | 41.66%-19.5pp | 773.79%-751.6pp | 35.59%-13.4pp |
| Employer contribution / active EE | $3,509 | $2,340+50.0% | $2,912+20.5% | $2,755+27.4% |
| Participant deferral / active EE | $2,928 | $3,281-10.7% | $4,319-32.2% | $4,296-31.8% |
| Admin fee / account holder | $878 | $4,981-82.4% | $7,386-88.1% | $6,918-87.3% |