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 | $26,746 | $118,849-77.5% | $96,562-72.3% | $167,490-84.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 25.36% | 50.49%-25.1pp | 37.78%-12.4pp | 478.56%-453.2pp |
| Employer contribution / active EE | $2,544 | $3,120-18.5% | $2,356+8.0% | $4,837-47.4% |
| Participant deferral / active EE | $3,180 | $4,616-31.1% | $3,849-17.4% | $6,341-49.9% |
| Admin fee / account holder | $2,722 | $8,065-66.3% | $6,181-56.0% | $12,309-77.9% |