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 | $32,337 | $177,572-81.8% | $154,803-79.1% | $142,382-77.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.63% | 65.07%-49.4pp | 58.88%-43.3pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,347 | $4,810-51.2% | $4,305-45.5% | $4,299-45.4% |
| Participant deferral / active EE | $4,809 | $6,272-23.3% | $5,540-13.2% | $6,507-26.1% |
| Admin fee / account holder | $573 | $16,786-96.6% | $14,329-96.0% | $12,624-95.5% |