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 5-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 | $19,875 | $108,919-81.8% | $100,391-80.2% | $145,922-86.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 47.06% | 57.88%-10.8pp | 49.20%-2.1pp | 561.29%-514.2pp |
| Employer contribution / active EE | $4,929 | $4,419+11.5% | $3,942+25.0% | $4,660+5.8% |
| Participant deferral / active EE | $6,687 | $8,445-20.8% | $8,082-17.3% | $6,6880% |
| Admin fee / account holder | $407 | $9,689-95.8% | $7,899-94.9% | $13,397-97.0% |