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 | $22,987 | $210,648-89.1% | $177,989-87.1% | $145,922-84.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.22% | 385.86%-374.6pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,655 | $4,565-63.8% | $3,949-58.1% | $4,660-64.5% |
| Participant deferral / active EE | $5,019 | $6,958-27.9% | $6,276-20.0% | $6,688-25.0% |
| Admin fee / account holder | $10,164 | $12,013-15.4% | $10,363-1.9% | $13,397-24.1% |