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 | $14,998 | $96,635-84.5% | $86,612-82.7% | $139,434-89.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.25% | 106.41%-94.2pp | 591.07%-578.8pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,221 | $3,263-62.6% | $3,022-59.6% | $4,751-74.3% |
| Participant deferral / active EE | $2,579 | $4,836-46.7% | $4,438-41.9% | $6,710-61.6% |
| Admin fee / account holder | $3,082 | $6,408-51.9% | $5,614-45.1% | $11,403-73.0% |