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 | $14,191 | $102,966-86.2% | $90,281-84.3% | $152,861-90.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.39% | 95.16%-73.8pp | 78.10%-56.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,347 | $3,139-25.2% | $2,854-17.8% | $4,762-50.7% |
| Participant deferral / active EE | $3,493 | $4,281-18.4% | $3,885-10.1% | $5,850-40.3% |
| Admin fee / account holder | $303 | $6,171-95.1% | $5,351-94.3% | $11,596-97.4% |