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 | $35,707 | $165,335-78.4% | $149,696-76.1% | $158,922-77.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 120.20% | 348.15%-227.9pp | 276.60%-156.4pp | 302.83%-182.6pp |
| Employer contribution / active EE | $4,961 | $5,103-2.8% | $4,644+6.8% | $4,761+4.2% |
| Participant deferral / active EE | $4,056 | $7,181-43.5% | $6,842-40.7% | $5,982-32.2% |
| Admin fee / account holder | $2,447 | $10,807-77.4% | $9,309-73.7% | $11,246-78.2% |