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 | $44,724 | $74,888-40.3% | $71,209-37.2% | $142,382-68.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.04% | 345.14%-317.1pp | 282.51%-254.5pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,184 | $2,854-23.5% | $2,721-19.7% | $4,299-49.2% |
| Participant deferral / active EE | $11,746 | $4,454+163.7% | $4,175+181.3% | $6,507+80.5% |
| Admin fee / account holder | $2,592 | $5,568-53.5% | $5,349-51.5% | $12,624-79.5% |