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 | $41,372 | $100,773-58.9% | $88,946-53.5% | $142,382-70.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.02% | 70.18%-56.2pp | 57.82%-43.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,984 | $2,918-32.0% | $2,555-22.4% | $4,299-53.9% |
| Participant deferral / active EE | $3,152 | $5,230-39.7% | $4,581-31.2% | $6,507-51.6% |
| Admin fee / account holder | $1,703 | $9,693-82.4% | $8,261-79.4% | $12,624-86.5% |