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 6-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 | $12,116 | $100,773-88.0% | $88,946-86.4% | $142,382-91.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 105.10% | 70.18%+34.9pp | 57.82%+47.3pp | 217.08%-112.0pp |
| Employer contribution / active EE | $3,262 | $2,918+11.8% | $2,555+27.7% | $4,299-24.1% |
| Participant deferral / active EE | $3,575 | $5,230-31.6% | $4,581-22.0% | $6,507-45.1% |
| Admin fee / account holder | $323 | $9,693-96.7% | $8,261-96.1% | $12,624-97.4% |