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 | $12,317 | $74,888-83.6% | $71,209-82.7% | $142,382-91.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.70% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,001 | $2,854-64.9% | $2,721-63.2% | $4,299-76.7% |
| Participant deferral / active EE | $1,399 | $4,454-68.6% | $4,175-66.5% | $6,507-78.5% |
| Admin fee / account holder | $432 | $5,568-92.2% | $5,349-91.9% | $12,624-96.6% |