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 | $23,133 | $133,922-82.7% | $116,228-80.1% | $142,382-83.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.91% | 147.76%-129.9pp | 90.06%-72.1pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,556 | $3,446-54.8% | $2,994-48.0% | $4,299-63.8% |
| Participant deferral / active EE | $2,813 | $5,672-50.4% | $4,953-43.2% | $6,507-56.8% |
| Admin fee / account holder | $733 | $14,945-95.1% | $11,989-93.9% | $12,624-94.2% |