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 | $47,442 | $100,773-52.9% | $88,946-46.7% | $142,382-66.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.09% | 70.18%-46.1pp | 57.82%-33.7pp | 217.08%-193.0pp |
| Employer contribution / active EE | $9,147 | $2,918+213.5% | $2,555+258.0% | $4,299+112.8% |
| Participant deferral / active EE | $5,717 | $5,230+9.3% | $4,581+24.8% | $6,507-12.1% |
| Admin fee / account holder | $1,173 | $9,693-87.9% | $8,261-85.8% | $12,624-90.7% |