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 7-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 | $23,408 | $72,071-67.5% | $68,368-65.8% | $137,256-82.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 27.76% | 353.14%-325.4pp | 292.57%-264.8pp | 220.34%-192.6pp |
| Employer contribution / active EE | $1,503 | $2,788-46.1% | $2,649-43.2% | $4,156-63.8% |
| Participant deferral / active EE | $3,500 | $4,410-20.6% | $4,123-15.1% | $6,407-45.4% |
| Admin fee / account holder | $934 | $5,336-82.5% | $5,150-81.9% | $12,270-92.4% |