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 | $51,853 | $176,056-70.5% | $159,436-67.5% | $167,490-69.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.96% | 331.75%-308.8pp | 263.57%-240.6pp | 478.56%-455.6pp |
| Employer contribution / active EE | $6,918 | $5,297+30.6% | $4,829+43.2% | $4,837+43.0% |
| Participant deferral / active EE | $11,760 | $7,750+51.7% | $7,352+60.0% | $6,341+85.5% |
| Admin fee / account holder | $894 | $12,554-92.9% | $10,799-91.7% | $12,309-92.7% |