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 | $16,105 | $74,888-78.5% | $71,209-77.4% | $142,382-88.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 30.66% | 345.14%-314.5pp | 282.51%-251.8pp | 217.08%-186.4pp |
| Employer contribution / active EE | $2,493 | $2,854-12.7% | $2,721-8.4% | $4,299-42.0% |
| Participant deferral / active EE | $7,045 | $4,454+58.2% | $4,175+68.7% | $6,507+8.3% |
| Admin fee / account holder | $507 | $5,568-90.9% | $5,349-90.5% | $12,624-96.0% |