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 | $27,168 | $133,922-79.7% | $116,228-76.6% | $142,382-80.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.62% | 147.76%-137.1pp | 90.06%-79.4pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,013 | $3,446-70.6% | $2,994-66.2% | $4,299-76.4% |
| Participant deferral / active EE | $7,089 | $5,672+25.0% | $4,953+43.1% | $6,507+8.9% |
| Admin fee / account holder | $866 | $14,945-94.2% | $11,989-92.8% | $12,624-93.1% |