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 | $19,215 | $202,432-90.5% | $169,368-88.7% | $139,434-86.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.53% | 531.74%-520.2pp | 405.60%-394.1pp | 372.94%-361.4pp |
| Employer contribution / active EE | $5,377 | $4,692+14.6% | $4,013+34.0% | $4,751+13.2% |
| Participant deferral / active EE | $3,963 | $6,938-42.9% | $6,221-36.3% | $6,710-40.9% |
| Admin fee / account holder | $403 | $10,708-96.2% | $9,003-95.5% | $11,403-96.5% |