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 | $41,439 | $148,534-72.1% | $135,903-69.5% | $139,434-70.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.47% | 79.19%-58.7pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $6,236 | $5,243+18.9% | $4,856+28.4% | $4,751+31.3% |
| Participant deferral / active EE | $15,218 | $8,100+87.9% | $7,758+96.2% | $6,710+126.8% |
| Admin fee / account holder | $22,795 | $12,400+83.8% | $10,762+111.8% | $11,403+99.9% |