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 | $18,140 | $74,888-75.8% | $71,209-74.5% | $142,382-87.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.80% | 345.14%-331.3pp | 282.51%-268.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,255 | $2,854-56.0% | $2,721-53.9% | $4,299-70.8% |
| Participant deferral / active EE | $2,456 | $4,454-44.9% | $4,175-41.2% | $6,507-62.3% |
| Admin fee / account holder | $2,567 | $5,568-53.9% | $5,349-52.0% | $12,624-79.7% |