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 | $47,696 | $176,056-72.9% | $159,436-70.1% | $167,490-71.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.81% | 331.75%-313.9pp | 263.57%-245.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,575 | $5,297-51.4% | $4,829-46.7% | $4,837-46.8% |
| Participant deferral / active EE | $13,964 | $7,750+80.2% | $7,352+89.9% | $6,341+120.2% |
| Admin fee / account holder | $847 | $12,554-93.2% | $10,799-92.2% | $12,309-93.1% |