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 | $41,709 | $74,888-44.3% | $71,209-41.4% | $142,382-70.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.81% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,728 | $2,854-39.4% | $2,721-36.5% | $4,299-59.8% |
| Participant deferral / active EE | $2,945 | $4,454-33.9% | $4,175-29.5% | $6,507-54.7% |
| Admin fee / account holder | $763 | $5,568-86.3% | $5,349-85.7% | $12,624-94.0% |