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 | $25,309 | $84,696-70.1% | $75,696-66.6% | $167,490-84.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.24% | 199.36%-185.1pp | 104.53%-90.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $4,613 | $3,230+42.8% | $2,743+68.2% | $4,837-4.6% |
| Participant deferral / active EE | $5,770 | $4,580+26.0% | $3,821+51.0% | $6,341-9.0% |
| Admin fee / account holder | $3,385 | $5,355-36.8% | $3,619-6.5% | $12,309-72.5% |