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 | $26,573 | $202,432-86.9% | $169,368-84.3% | $139,434-80.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.89% | 531.74%-510.8pp | 405.60%-384.7pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,327 | $4,692-50.4% | $4,013-42.0% | $4,751-51.0% |
| Participant deferral / active EE | $7,360 | $6,938+6.1% | $6,221+18.3% | $6,710+9.7% |
| Admin fee / account holder | $757 | $10,708-92.9% | $9,003-91.6% | $11,403-93.4% |