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 | $23,804 | $127,065-81.3% | $113,168-79.0% | $142,382-83.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.61% | 24.03%-7.4pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,303 | $3,442-62.1% | $2,975-56.2% | $4,299-69.7% |
| Participant deferral / active EE | $3,858 | $5,716-32.5% | $5,107-24.5% | $6,507-40.7% |
| Admin fee / account holder | $610 | $15,736-96.1% | $12,068-94.9% | $12,624-95.2% |