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 | $44,027 | $108,919-59.6% | $100,391-56.1% | $145,922-69.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 22.33% | 57.88%-35.6pp | 49.20%-26.9pp | 561.29%-539.0pp |
| Employer contribution / active EE | $4,183 | $4,419-5.3% | $3,942+6.1% | $4,660-10.2% |
| Participant deferral / active EE | $5,340 | $8,445-36.8% | $8,082-33.9% | $6,688-20.1% |
| Admin fee / account holder | $1,362 | $9,689-85.9% | $7,899-82.8% | $13,397-89.8% |