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 | $2,975 | $72,071-95.9% | $68,368-95.6% | $137,256-97.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 27.74% | 353.14%-325.4pp | 292.57%-264.8pp | 220.34%-192.6pp |
| Employer contribution / active EE | $5,286 | $2,788+89.6% | $2,649+99.6% | $4,156+27.2% |
| Participant deferral / active EE | $5,286 | $4,410+19.9% | $4,123+28.2% | $6,407-17.5% |
| Admin fee / account holder | $6,407 | $5,336+20.1% | $5,150+24.4% | $12,270-47.8% |