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 | $11,795 | $58,208-79.7% | $81,812-85.6% | $80,856-85.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 16.46% | 41.66%-25.2pp | 773.79%-757.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,013 | $2,340-14.0% | $2,912-30.9% | $2,755-26.9% |
| Participant deferral / active EE | $2,383 | $3,281-27.4% | $4,319-44.8% | $4,296-44.5% |
| Admin fee / account holder | $579 | $4,981-88.4% | $7,386-92.2% | $6,918-91.6% |