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 | $33,457 | $115,770-71.1% | $101,248-67.0% | $158,922-78.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.17% | 56.14%-35.0pp | 46.47%-25.3pp | 302.83%-281.7pp |
| Employer contribution / active EE | $2,939 | $4,175-29.6% | $3,660-19.7% | $4,761-38.3% |
| Participant deferral / active EE | $5,341 | $4,957+7.7% | $4,370+22.2% | $5,982-10.7% |
| Admin fee / account holder | $1,296 | $7,245-82.1% | $5,945-78.2% | $11,246-88.5% |