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 | $22,820 | $107,934-78.9% | $91,989-75.2% | $152,861-85.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 28.95% | 89.24%-60.3pp | 69.02%-40.1pp | 345.32%-316.4pp |
| Employer contribution / active EE | $3,696 | $4,210-12.2% | $3,452+7.1% | $4,762-22.4% |
| Participant deferral / active EE | $8,689 | $6,364+36.5% | $5,923+46.7% | $5,850+48.5% |
| Admin fee / account holder | $2,447 | $10,520-76.7% | $7,743-68.4% | $11,596-78.9% |