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 | $62,945 | $202,432-68.9% | $169,368-62.8% | $139,434-54.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.49% | 531.74%-512.3pp | 405.60%-386.1pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,868 | $4,692-17.6% | $4,013-3.6% | $4,751-18.6% |
| Participant deferral / active EE | $11,421 | $6,938+64.6% | $6,221+83.6% | $6,710+70.2% |
| Admin fee / account holder | $3,505 | $10,708-67.3% | $9,003-61.1% | $11,403-69.3% |