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 | $158,398-68.1% | $126,539-60.1% | $142,382-64.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.99% | 593.76%-575.8pp | 425.95%-408.0pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,614 | $4,650-43.8% | $3,674-28.9% | $4,299-39.2% |
| Participant deferral / active EE | $8,649 | $4,767+81.4% | $4,083+111.8% | $6,507+32.9% |
| Admin fee / account holder | $1,055 | $6,918-84.8% | $6,065-82.6% | $12,624-91.6% |