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 | $10,929 | $74,888-85.4% | $71,209-84.7% | $142,382-92.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 25.32% | 345.14%-319.8pp | 282.51%-257.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,607 | $2,854-43.7% | $2,721-40.9% | $4,299-62.6% |
| Participant deferral / active EE | $2,416 | $4,454-45.8% | $4,175-42.1% | $6,507-62.9% |
| Admin fee / account holder | $564 | $5,568-89.9% | $5,349-89.5% | $12,624-95.5% |