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 | $46,670 | $210,648-77.8% | $177,989-73.8% | $145,922-68.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.46% | 385.86%-373.4pp | 294.48%-282.0pp | 561.29%-548.8pp |
| Employer contribution / active EE | $4,860 | $4,565+6.5% | $3,949+23.1% | $4,660+4.3% |
| Participant deferral / active EE | $4,859 | $6,958-30.2% | $6,276-22.6% | $6,688-27.3% |
| Admin fee / account holder | $3,585 | $12,013-70.2% | $10,363-65.4% | $13,397-73.2% |