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 | $39,901 | $166,020-76.0% | $164,866-75.8% | $145,959-72.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.01% | 100.08%-87.1pp | 69.97%-57.0pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,629 | $5,275-50.1% | $4,343-39.5% | $4,661-43.6% |
| Participant deferral / active EE | $5,684 | $6,961-18.3% | $6,033-5.8% | $6,689-15.0% |
| Admin fee / account holder | $1,831 | $16,644-89.0% | $12,689-85.6% | $13,398-86.3% |