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 | $19,640 | $115,770-83.0% | $101,248-80.6% | $158,922-87.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.31% | 56.14%-33.8pp | 46.47%-24.2pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,864 | $4,175-31.4% | $3,660-21.7% | $4,761-39.9% |
| Participant deferral / active EE | $5,050 | $4,957+1.9% | $4,370+15.6% | $5,982-15.6% |
| Admin fee / account holder | $413 | $7,245-94.3% | $5,945-93.1% | $11,246-96.3% |