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 | $2,975 | $74,888-96.0% | $71,209-95.8% | $142,382-97.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 27.74% | 345.14%-317.4pp | 282.51%-254.8pp | 217.08%-189.3pp |
| Employer contribution / active EE | $5,286 | $2,854+85.2% | $2,721+94.3% | $4,299+23.0% |
| Participant deferral / active EE | $5,286 | $4,454+18.7% | $4,175+26.6% | $6,507-18.8% |
| Admin fee / account holder | $6,407 | $5,568+15.1% | $5,349+19.8% | $12,624-49.2% |