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 6-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 | $28,279 | $109,982-74.3% | $97,226-70.9% | $145,922-80.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.44% | 242.90%-232.5pp | 75.13%-64.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $701 | $3,084-77.3% | $2,729-74.3% | $4,660-85.0% |
| Participant deferral / active EE | $1,873 | $4,676-59.9% | $4,264-56.1% | $6,688-72.0% |
| Admin fee / account holder | $455 | $6,221-92.7% | $5,654-92.0% | $13,397-96.6% |