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 | $32,703 | $185,822-82.4% | $169,993-80.8% | $139,434-76.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.13% | 60.50%-43.4pp | 53.37%-36.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,495 | $7,590-40.8% | $6,785-33.8% | $4,751-5.4% |
| Participant deferral / active EE | $9,496 | $11,622-18.3% | $10,408-8.8% | $6,710+41.5% |
| Admin fee / account holder | $13,060 | $15,381-15.1% | $12,815+1.9% | $11,403+14.5% |