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 | $18,859 | $105,126-82.1% | $94,646-80.1% | $139,434-86.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.57% | 38.03%-18.5pp | 156.71%-137.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,013 | $4,106-51.0% | $3,672-45.2% | $4,751-57.6% |
| Participant deferral / active EE | $3,177 | $7,599-58.2% | $7,418-57.2% | $6,710-52.7% |
| Admin fee / account holder | $416 | $8,984-95.4% | $7,231-94.3% | $11,403-96.4% |