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 | $54,382 | $190,805-71.5% | $159,960-66.0% | $134,475-59.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 21.05% | 552.23%-531.2pp | 408.60%-387.6pp | 417.96%-396.9pp |
| Employer contribution / active EE | $2,036 | $4,995-59.2% | $4,226-51.8% | $4,740-57.0% |
| Participant deferral / active EE | $8,044 | $6,923+16.2% | $6,182+30.1% | $6,400+25.7% |
| Admin fee / account holder | $1,731 | $10,471-83.5% | $8,698-80.1% | $11,426-84.8% |