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 | $19,785 | $91,190-78.3% | $178,490-88.9% | $79,858-75.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.24% | 24.19%-5.0pp | 151.07%-131.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,530 | $3,256-53.0% | $5,011-69.5% | $2,471-38.1% |
| Participant deferral / active EE | $3,899 | $3,236+20.5% | $5,202-25.0% | $3,740+4.2% |
| Admin fee / account holder | $1,265 | $6,751-81.3% | $13,984-91.0% | $5,306-76.2% |