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 | $38,485 | $176,056-78.1% | $159,436-75.9% | $167,490-77.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.24% | 331.75%-305.5pp | 263.57%-237.3pp | 478.56%-452.3pp |
| Employer contribution / active EE | $1,516 | $5,297-71.4% | $4,829-68.6% | $4,837-68.7% |
| Participant deferral / active EE | $7,469 | $7,750-3.6% | $7,352+1.6% | $6,341+17.8% |
| Admin fee / account holder | $338 | $12,554-97.3% | $10,799-96.9% | $12,309-97.3% |