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 | $23,909 | $72,071-66.8% | $68,368-65.0% | $137,256-82.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.74% | 353.14%-338.4pp | 292.57%-277.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,889 | $2,788+3.6% | $2,649+9.1% | $4,156-30.5% |
| Participant deferral / active EE | $4,623 | $4,410+4.8% | $4,123+12.1% | $6,407-27.8% |
| Admin fee / account holder | $346 | $5,336-93.5% | $5,150-93.3% | $12,270-97.2% |