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 | $44,120 | $100,773-56.2% | $88,946-50.4% | $142,382-69.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.91% | 70.18%-53.3pp | 57.82%-40.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,576 | $2,918-46.0% | $2,555-38.3% | $4,299-63.4% |
| Participant deferral / active EE | $2,838 | $5,230-45.7% | $4,581-38.0% | $6,507-56.4% |
| Admin fee / account holder | $387 | $9,693-96.0% | $8,261-95.3% | $12,624-96.9% |