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 | $22,121 | $148,534-85.1% | $135,903-83.7% | $139,434-84.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.19% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,856 | $5,243-45.5% | $4,856-41.2% | $4,751-39.9% |
| Participant deferral / active EE | $6,077 | $8,100-25.0% | $7,758-21.7% | $6,710-9.4% |
| Admin fee / account holder | $1,842 | $12,400-85.1% | $10,762-82.9% | $11,403-83.8% |