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 | $34,243 | $183,592-81.3% | $155,567-78.0% | $145,959-76.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.33% | 61.24%-40.9pp | 64.74%-44.4pp | 561.95%-541.6pp |
| Employer contribution / active EE | $5,443 | $5,315+2.4% | $4,674+16.5% | $4,661+16.8% |
| Participant deferral / active EE | $5,048 | $6,464-21.9% | $5,628-10.3% | $6,689-24.5% |
| Admin fee / account holder | $2,158 | $19,318-88.8% | $15,916-86.4% | $13,398-83.9% |