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 6-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 | $32,689 | $183,519-82.2% | $155,509-79.0% | $145,922-77.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.53% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,117 | $5,313-79.0% | $4,672-76.1% | $4,660-76.0% |
| Participant deferral / active EE | $5,938 | $6,462-8.1% | $5,626+5.5% | $6,688-11.2% |
| Admin fee / account holder | $1,577 | $19,313-91.8% | $15,912-90.1% | $13,397-88.2% |