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 | $20,270 | $202,432-90.0% | $169,368-88.0% | $139,434-85.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.83% | 531.74%-507.9pp | 405.60%-381.8pp | 372.94%-349.1pp |
| Employer contribution / active EE | $987 | $4,692-79.0% | $4,013-75.4% | $4,751-79.2% |
| Participant deferral / active EE | $5,810 | $6,938-16.3% | $6,221-6.6% | $6,710-13.4% |
| Admin fee / account holder | $342 | $10,708-96.8% | $9,003-96.2% | $11,403-97.0% |