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 | $34,811 | $47,479-26.7% | $62,929-44.7% | $82,448-57.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.33% | 20.34%-5.0pp | 1063.93%-1048.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,768 | $1,885+46.8% | $2,505+10.5% | $2,551+8.5% |
| Participant deferral / active EE | $4,078 | $2,870+42.1% | $3,888+4.9% | $4,139-1.5% |
| Admin fee / account holder | $1,442 | $3,804-62.1% | $5,065-71.5% | $7,234-80.1% |