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 | $47,475 | $209,411-77.3% | $178,490-73.4% | $158,922-70.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.12% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $8,853 | $5,706+55.1% | $5,011+76.7% | $4,761+85.9% |
| Participant deferral / active EE | $6,199 | $5,954+4.1% | $5,202+19.2% | $5,982+3.6% |
| Admin fee / account holder | $414 | $17,074-97.6% | $13,984-97.0% | $11,246-96.3% |