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 | $28,170 | $152,587-81.5% | $125,175-77.5% | $152,861-81.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 34.31% | 54.84%-20.5pp | 43.79%-9.5pp | 345.32%-311.0pp |
| Employer contribution / active EE | $3,193 | $4,946-35.5% | $3,865-17.4% | $4,762-33.0% |
| Participant deferral / active EE | $15,854 | $5,868+170.2% | $4,937+221.1% | $5,850+171.0% |
| Admin fee / account holder | $309 | $13,434-97.7% | $9,702-96.8% | $11,596-97.3% |