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 | $19,856 | $183,519-89.2% | $155,509-87.2% | $145,922-86.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.2pp |
| Employer contribution / active EE | $5,094 | $5,313-4.1% | $4,672+9.0% | $4,660+9.3% |
| Participant deferral / active EE | $7,145 | $6,462+10.6% | $5,626+27.0% | $6,688+6.8% |
| Admin fee / account holder | $3,210 | $19,313-83.4% | $15,912-79.8% | $13,397-76.0% |