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 | $47,697 | $114,381-58.3% | $107,525-55.6% | $142,382-66.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.02% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,872 | $4,015-28.5% | $3,754-23.5% | $4,299-33.2% |
| Participant deferral / active EE | $3,470 | $5,564-37.6% | $5,116-32.2% | $6,507-46.7% |
| Admin fee / account holder | $1,226 | $9,860-87.6% | $8,919-86.2% | $12,624-90.3% |