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 | $44,076 | $149,040-70.4% | $120,225-63.3% | $137,256-67.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.54% | 605.68%-588.1pp | 439.23%-421.7pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,866 | $4,350-57.1% | $3,475-46.3% | $4,156-55.1% |
| Participant deferral / active EE | $16,997 | $4,655+265.2% | $3,999+325.1% | $6,407+165.3% |
| Admin fee / account holder | $2,268 | $6,348-64.3% | $5,696-60.2% | $12,270-81.5% |