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 | $37,884 | $114,381-66.9% | $107,525-64.8% | $142,382-73.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.26% | 242.71%-228.4pp | 181.32%-167.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,571 | $4,015-36.0% | $3,754-31.5% | $4,299-40.2% |
| Participant deferral / active EE | $4,297 | $5,564-22.8% | $5,116-16.0% | $6,507-34.0% |
| Admin fee / account holder | $457 | $9,860-95.4% | $8,919-94.9% | $12,624-96.4% |