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 | $40,863 | $118,450-65.5% | $98,439-58.5% | $139,434-70.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 38.06% | 18.94%+19.1pp | 21.16%+16.9pp | 372.94%-334.9pp |
| Employer contribution / active EE | $8,456 | $3,609+134.3% | $3,048+177.4% | $4,751+78.0% |
| Participant deferral / active EE | $9,308 | $5,392+72.6% | $4,738+96.5% | $6,710+38.7% |
| Admin fee / account holder | $881 | $14,026-93.7% | $8,948-90.2% | $11,403-92.3% |