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 | $40,255 | $157,256-74.4% | $141,162-71.5% | $152,861-73.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.24% | 64.32%-28.1pp | 71.39%-35.1pp | 345.32%-309.1pp |
| Employer contribution / active EE | $7,801 | $5,261+48.3% | $4,735+64.8% | $4,762+63.8% |
| Participant deferral / active EE | $12,960 | $7,109+82.3% | $6,709+93.2% | $5,850+121.5% |
| Admin fee / account holder | $2,847 | $12,120-76.5% | $10,261-72.3% | $11,596-75.4% |