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 | $63,572 | $100,773-36.9% | $88,946-28.5% | $142,382-55.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 55.95% | 70.18%-14.2pp | 57.82%-1.9pp | 217.08%-161.1pp |
| Employer contribution / active EE | $4,281 | $2,918+46.7% | $2,555+67.6% | $4,299-0.4% |
| Participant deferral / active EE | $11,731 | $5,230+124.3% | $4,581+156.1% | $6,507+80.3% |
| Admin fee / account holder | $501 | $9,693-94.8% | $8,261-93.9% | $12,624-96.0% |