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 | $34,294 | $217,402-84.2% | $185,823-81.5% | $167,490-79.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.32% | 148.36%-123.0pp | 122.05%-96.7pp | 478.56%-453.2pp |
| Employer contribution / active EE | $2,989 | $5,873-49.1% | $5,167-42.2% | $4,837-38.2% |
| Participant deferral / active EE | $8,546 | $6,356+34.5% | $5,568+53.5% | $6,341+34.8% |
| Admin fee / account holder | $605 | $19,811-96.9% | $16,237-96.3% | $12,309-95.1% |