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 5-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 | $12,219 | $105,126-88.4% | $94,646-87.1% | $139,434-91.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 31.62% | 38.03%-6.4pp | 156.71%-125.1pp | 372.94%-341.3pp |
| Employer contribution / active EE | $2,323 | $4,106-43.4% | $3,672-36.7% | $4,751-51.1% |
| Participant deferral / active EE | $7,004 | $7,599-7.8% | $7,418-5.6% | $6,710+4.4% |
| Admin fee / account holder | $642 | $8,984-92.9% | $7,231-91.1% | $11,403-94.4% |