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 | $40,309 | $175,202-77.0% | $149,673-73.1% | $139,434-71.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.03% | 166.71%-149.7pp | 134.42%-117.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $5,449 | $5,474-0.5% | $4,818+13.1% | $4,751+14.7% |
| Participant deferral / active EE | $11,724 | $6,519+79.9% | $5,680+106.4% | $6,710+74.7% |
| Admin fee / account holder | $2,784 | $16,150-82.8% | $13,210-78.9% | $11,403-75.6% |