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 3-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 | $8,375 | $149,040-94.4% | $120,225-93.0% | $137,256-93.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 38.80% | 605.68%-566.9pp | 439.23%-400.4pp | 220.34%-181.5pp |
| Employer contribution / active EE | $299 | $4,350-93.1% | $3,475-91.4% | $4,156-92.8% |
| Participant deferral / active EE | $3,309 | $4,655-28.9% | $3,999-17.2% | $6,407-48.3% |
| Admin fee / account holder | $615 | $6,348-90.3% | $5,696-89.2% | $12,270-95.0% |