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 | $30,223 | $217,402-86.1% | $185,823-83.7% | $167,490-82.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.61% | 148.36%-130.8pp | 122.05%-104.4pp | 478.56%-461.0pp |
| Employer contribution / active EE | $1,640 | $5,873-72.1% | $5,167-68.3% | $4,837-66.1% |
| Participant deferral / active EE | $5,779 | $6,356-9.1% | $5,568+3.8% | $6,341-8.9% |
| Admin fee / account holder | $2,723 | $19,811-86.3% | $16,237-83.2% | $12,309-77.9% |