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 | $28,191 | $123,909-77.2% | $69,647-59.5% | $145,922-80.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 9.77% | 190.55%-180.8pp | 100.48%-90.7pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,315 | $2,682-51.0% | $1,712-23.2% | $4,660-71.8% |
| Participant deferral / active EE | $7,058 | $4,236+66.6% | $2,886+144.6% | $6,688+5.5% |
| Admin fee / account holder | $948 | $7,863-87.9% | $4,713-79.9% | $13,397-92.9% |