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 | $38,415 | $165,335-76.8% | $149,696-74.3% | $158,922-75.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 46.98% | 348.15%-301.2pp | 276.60%-229.6pp | 302.83%-255.8pp |
| Employer contribution / active EE | $5,422 | $5,103+6.3% | $4,644+16.7% | $4,761+13.9% |
| Participant deferral / active EE | $10,270 | $7,181+43.0% | $6,842+50.1% | $5,982+71.7% |
| Admin fee / account holder | $647 | $10,807-94.0% | $9,309-93.1% | $11,246-94.2% |