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 8-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 | $37,679 | $202,432-81.4% | $169,368-77.8% | $139,434-73.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.02% | 531.74%-519.7pp | 405.60%-393.6pp | 372.94%-360.9pp |
| Employer contribution / active EE | $6,198 | $4,692+32.1% | $4,013+54.4% | $4,751+30.5% |
| Participant deferral / active EE | $4,330 | $6,938-37.6% | $6,221-30.4% | $6,710-35.5% |
| Admin fee / account holder | $3,888 | $10,708-63.7% | $9,003-56.8% | $11,403-65.9% |