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 | $53,674 | $202,432-73.5% | $169,368-68.3% | $139,434-61.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.59% | 531.74%-509.2pp | 405.60%-383.0pp | 372.94%-350.4pp |
| Employer contribution / active EE | $10,905 | $4,692+132.4% | $4,013+171.8% | $4,751+129.5% |
| Participant deferral / active EE | $11,483 | $6,938+65.5% | $6,221+84.6% | $6,710+71.1% |
| Admin fee / account holder | $3,728 | $10,708-65.2% | $9,003-58.6% | $11,403-67.3% |