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 | $42,951 | $166,020-74.1% | $164,866-73.9% | $145,959-70.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.99% | 100.08%-89.1pp | 69.97%-59.0pp | 561.95%-551.0pp |
| Employer contribution / active EE | $3,135 | $5,275-40.6% | $4,343-27.8% | $4,661-32.7% |
| Participant deferral / active EE | $12,737 | $6,961+83.0% | $6,033+111.1% | $6,689+90.4% |
| Admin fee / account holder | $915 | $16,644-94.5% | $12,689-92.8% | $13,398-93.2% |