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 | $15,368 | $111,754-86.2% | $103,333-85.1% | $145,922-89.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 109.65% | 24.77%+84.9pp | 24.88%+84.8pp | 561.29%-451.6pp |
| Employer contribution / active EE | $2,725 | $4,212-35.3% | $3,868-29.5% | $4,660-41.5% |
| Participant deferral / active EE | $4,563 | $5,619-18.8% | $5,057-9.8% | $6,688-31.8% |
| Admin fee / account holder | $1,745 | $9,750-82.1% | $8,355-79.1% | $13,397-87.0% |