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 | $18,993 | $114,381-83.4% | $107,525-82.3% | $142,382-86.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 54.40% | 242.71%-188.3pp | 181.32%-126.9pp | 217.08%-162.7pp |
| Employer contribution / active EE | $8,508 | $4,015+111.9% | $3,754+126.7% | $4,299+97.9% |
| Participant deferral / active EE | $11,419 | $5,564+105.2% | $5,116+123.2% | $6,507+75.5% |
| Admin fee / account holder | $9,435 | $9,860-4.3% | $8,919+5.8% | $12,624-25.3% |