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 | $41,097 | $159,602-74.3% | $150,045-72.6% | $142,382-71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.62% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,863 | $4,961-42.3% | $4,693-39.0% | $4,299-33.4% |
| Participant deferral / active EE | $7,001 | $8,310-15.8% | $7,997-12.5% | $6,507+7.6% |
| Admin fee / account holder | $318 | $14,846-97.9% | $13,435-97.6% | $12,624-97.5% |