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 9-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 | $15,128 | $169,032-91.1% | $129,207-88.3% | $145,922-89.6% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 14.17% | 14330.11%-14315.9pp | 9417.33%-9403.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,492 | $5,537-73.1% | $4,153-64.1% | $4,660-68.0% |
| Participant deferral / active EE | $920 | $4,987-81.5% | $4,168-77.9% | $6,688-86.2% |
| Admin fee / account holder | $812 | $9,954-91.8% | $7,715-89.5% | $13,397-93.9% |