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 6-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 | $33,710 | $183,519-81.6% | $155,509-78.3% | $145,922-76.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.83% | 61.17%-43.3pp | 64.67%-46.8pp | 561.29%-543.5pp |
| Employer contribution / active EE | $6,401 | $5,313+20.5% | $4,672+37.0% | $4,660+37.4% |
| Participant deferral / active EE | $3,067 | $6,462-52.5% | $5,626-45.5% | $6,688-54.1% |
| Admin fee / account holder | $787 | $19,313-95.9% | $15,912-95.1% | $13,397-94.1% |