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 | $29,433 | $165,335-82.2% | $149,696-80.3% | $158,922-81.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.80% | 348.15%-318.3pp | 276.60%-246.8pp | 302.83%-273.0pp |
| Employer contribution / active EE | $5,384 | $5,103+5.5% | $4,644+15.9% | $4,761+13.1% |
| Participant deferral / active EE | $8,037 | $7,181+11.9% | $6,842+17.5% | $5,982+34.4% |
| Admin fee / account holder | $1,827 | $10,807-83.1% | $9,309-80.4% | $11,246-83.8% |