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 | $36,240 | $210,648-82.8% | $177,989-79.6% | $145,922-75.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.47% | 385.86%-371.4pp | 294.48%-280.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,072 | $4,565-76.5% | $3,949-72.9% | $4,660-77.0% |
| Participant deferral / active EE | $4,740 | $6,958-31.9% | $6,276-24.5% | $6,688-29.1% |
| Admin fee / account holder | $7,565 | $12,013-37.0% | $10,363-27.0% | $13,397-43.5% |