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 8-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 | $35,151 | $154,117-77.2% | $129,995-73.0% | $139,434-74.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.31% | 32.48%-16.2pp | -137.18%+153.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,594 | $5,289-69.9% | $4,320-63.1% | $4,751-66.4% |
| Participant deferral / active EE | $5,388 | $6,710-19.7% | $5,820-7.4% | $6,710-19.7% |
| Admin fee / account holder | $375 | $14,007-97.3% | $10,614-96.5% | $11,403-96.7% |