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 | $38,813 | $202,432-80.8% | $169,368-77.1% | $139,434-72.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.00% | 531.74%-509.7pp | 405.60%-383.6pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,346 | $4,692-71.3% | $4,013-66.4% | $4,751-71.7% |
| Participant deferral / active EE | $10,175 | $6,938+46.7% | $6,221+63.5% | $6,710+51.6% |
| Admin fee / account holder | $1,170 | $10,708-89.1% | $9,003-87.0% | $11,403-89.7% |