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 | $26,977 | $148,534-81.8% | $135,903-80.1% | $139,434-80.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.61% | 79.19%-59.6pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,625 | $5,243-69.0% | $4,856-66.5% | $4,751-65.8% |
| Participant deferral / active EE | $2,794 | $8,100-65.5% | $7,758-64.0% | $6,710-58.4% |
| Admin fee / account holder | $718 | $12,400-94.2% | $10,762-93.3% | $11,403-93.7% |