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 | $23,264 | $109,982-78.8% | $97,226-76.1% | $145,922-84.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.82% | 242.90%-230.1pp | 75.13%-62.3pp | 561.29%-548.5pp |
| Employer contribution / active EE | $742 | $3,084-75.9% | $2,729-72.8% | $4,660-84.1% |
| Participant deferral / active EE | $1,098 | $4,676-76.5% | $4,264-74.2% | $6,688-83.6% |
| Admin fee / account holder | $810 | $6,221-87.0% | $5,654-85.7% | $13,397-94.0% |