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 | $34,542 | $105,126-67.1% | $94,646-63.5% | $139,434-75.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.63% | 38.03%-19.4pp | 156.71%-138.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,836 | $4,106-6.6% | $3,672+4.5% | $4,751-19.3% |
| Participant deferral / active EE | $11,961 | $7,599+57.4% | $7,418+61.2% | $6,710+78.3% |
| Admin fee / account holder | $3,145 | $8,984-65.0% | $7,231-56.5% | $11,403-72.4% |