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 | $72,430 | $209,411-65.4% | $178,490-59.4% | $158,922-54.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 164.73% | 188.75%-24.0pp | 151.07%+13.7pp | 302.83%-138.1pp |
| Employer contribution / active EE | $2,582 | $5,706-54.8% | $5,011-48.5% | $4,761-45.8% |
| Participant deferral / active EE | $19,184 | $5,954+222.2% | $5,202+268.8% | $5,982+220.7% |
| Admin fee / account holder | $1,472 | $17,074-91.4% | $13,984-89.5% | $11,246-86.9% |