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 | $65,855 | $183,592-64.1% | $155,567-57.7% | $145,959-54.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.99% | 61.24%-51.2pp | 64.74%-54.7pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,173 | $5,315-59.1% | $4,674-53.5% | $4,661-53.4% |
| Participant deferral / active EE | $3,818 | $6,464-40.9% | $5,628-32.2% | $6,689-42.9% |
| Admin fee / account holder | $812 | $19,318-95.8% | $15,916-94.9% | $13,398-93.9% |