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 | $12,458 | $109,327-88.6% | $89,391-86.1% | $158,922-92.2% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 25.85% | 345.68%-319.8pp | 245.62%-219.8pp | 302.83%-277.0pp |
| Employer contribution / active EE | $1,553 | $3,170-51.0% | $2,586-40.0% | $4,761-67.4% |
| Participant deferral / active EE | $2,670 | $4,598-41.9% | $3,890-31.4% | $5,982-55.4% |
| Admin fee / account holder | $737 | $6,153-88.0% | $4,881-84.9% | $11,246-93.4% |