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 | $27,700 | $178,174-84.5% | $156,181-82.3% | $137,256-79.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.08% | 84.19%-67.1pp | 64.87%-47.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,580 | $4,972-48.1% | $4,294-39.9% | $4,156-37.9% |
| Participant deferral / active EE | $2,904 | $6,888-57.8% | $6,132-52.7% | $6,407-54.7% |
| Admin fee / account holder | $477 | $17,404-97.3% | $14,586-96.7% | $12,270-96.1% |