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 6-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 | $44,447 | $185,822-76.1% | $169,993-73.9% | $139,434-68.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 36.17% | 60.50%-24.3pp | 53.37%-17.2pp | 372.94%-336.8pp |
| Employer contribution / active EE | $13,751 | $7,590+81.2% | $6,785+102.7% | $4,751+189.5% |
| Participant deferral / active EE | $11,484 | $11,622-1.2% | $10,408+10.3% | $6,710+71.1% |
| Admin fee / account holder | $568 | $15,381-96.3% | $12,815-95.6% | $11,403-95.0% |