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 | $80,935 | $109,327-26.0% | $89,391-9.5% | $158,922-49.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.55% | 345.68%-324.1pp | 245.62%-224.1pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,070 | $3,170-66.2% | $2,586-58.6% | $4,761-77.5% |
| Participant deferral / active EE | $3,632 | $4,598-21.0% | $3,890-6.6% | $5,982-39.3% |
| Admin fee / account holder | $1,224 | $6,153-80.1% | $4,881-74.9% | $11,246-89.1% |