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 | $59,409 | $159,934-62.9% | $147,005-59.6% | $145,959-59.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.28% | 98.24%-81.0pp | 418.76%-401.5pp | 561.95%-544.7pp |
| Employer contribution / active EE | $3,482 | $5,287-34.2% | $4,934-29.4% | $4,661-25.3% |
| Participant deferral / active EE | $11,434 | $8,427+35.7% | $8,070+41.7% | $6,689+70.9% |
| Admin fee / account holder | $4,376 | $15,053-70.9% | $13,006-66.4% | $13,398-67.3% |