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 | $12,578 | $90,397-86.1% | $76,002-83.5% | $145,959-91.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.03% | 621.97%-609.9pp | 360.07%-348.0pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,233 | $3,317-32.7% | $2,688-16.9% | $4,661-52.1% |
| Participant deferral / active EE | $2,740 | $5,163-46.9% | $4,257-35.6% | $6,689-59.0% |
| Admin fee / account holder | $637 | $8,369-92.4% | $6,414-90.1% | $13,398-95.2% |