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 | $50,488 | $149,040-66.1% | $120,225-58.0% | $137,256-63.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.99% | 605.68%-587.7pp | 439.23%-421.2pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,614 | $4,350-39.9% | $3,475-24.8% | $4,156-37.1% |
| Participant deferral / active EE | $8,649 | $4,655+85.8% | $3,999+116.3% | $6,407+35.0% |
| Admin fee / account holder | $1,055 | $6,348-83.4% | $5,696-81.5% | $12,270-91.4% |