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 7-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 | $16,960 | $94,752-82.1% | $112,887-85.0% | $139,434-87.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 27.33% | 40.88%-13.6pp | 34.10%-6.8pp | 372.94%-345.6pp |
| Employer contribution / active EE | $4,150 | $4,625-10.3% | $4,563-9.1% | $4,751-12.6% |
| Participant deferral / active EE | $2,450 | $6,512-62.4% | $6,513-62.4% | $6,710-63.5% |
| Admin fee / account holder | $568 | $8,527-93.3% | $7,047-91.9% | $11,403-95.0% |