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 9-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 | $48,882 | $226,064-78.4% | $182,532-73.2% | $152,861-68.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.43% | 192.51%-169.1pp | 148.54%-125.1pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,191 | $4,978-56.0% | $4,076-46.3% | $4,762-54.0% |
| Participant deferral / active EE | $10,282 | $6,368+61.5% | $5,524+86.1% | $5,850+75.8% |
| Admin fee / account holder | $374 | $10,703-96.5% | $8,592-95.6% | $11,596-96.8% |