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 | $48,242 | $157,256-69.3% | $141,162-65.8% | $152,861-68.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.46% | 64.32%-36.9pp | 71.39%-43.9pp | 345.32%-317.9pp |
| Employer contribution / active EE | $7,451 | $5,261+41.6% | $4,735+57.4% | $4,762+56.5% |
| Participant deferral / active EE | $9,648 | $7,109+35.7% | $6,709+43.8% | $5,850+64.9% |
| Admin fee / account holder | $5,543 | $12,120-54.3% | $10,261-46.0% | $11,596-52.2% |