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 | $19,456 | $175,202-88.9% | $149,673-87.0% | $139,434-86.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.59% | 166.71%-144.1pp | 134.42%-111.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $3,272 | $5,474-40.2% | $4,818-32.1% | $4,751-31.1% |
| Participant deferral / active EE | $4,937 | $6,519-24.3% | $5,680-13.1% | $6,710-26.4% |
| Admin fee / account holder | $378 | $16,150-97.7% | $13,210-97.1% | $11,403-96.7% |