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 | $44,434 | $210,648-78.9% | $177,989-75.0% | $145,922-69.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.94% | 385.86%-373.9pp | 294.48%-282.5pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,057 | $4,565-54.9% | $3,949-47.9% | $4,660-55.9% |
| Participant deferral / active EE | $6,645 | $6,958-4.5% | $6,276+5.9% | $6,688-0.6% |
| Admin fee / account holder | $1,534 | $12,013-87.2% | $10,363-85.2% | $13,397-88.5% |