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 | $21,483 | $156,846-86.3% | $121,098-82.3% | $139,434-84.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.64% | 1474.56%-1457.9pp | 985.75%-969.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,336 | $5,536-75.9% | $4,164-67.9% | $4,751-71.9% |
| Participant deferral / active EE | $4,433 | $4,844-8.5% | $4,080+8.7% | $6,710-33.9% |
| Admin fee / account holder | $2,602 | $6,946-62.5% | $5,644-53.9% | $11,403-77.2% |