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 | $45,168 | $159,901-71.8% | $146,958-69.3% | $145,922-69.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.64% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $5,138 | $5,286-2.8% | $4,933+4.2% | $4,660+10.3% |
| Participant deferral / active EE | $14,253 | $8,428+69.1% | $8,070+76.6% | $6,688+113.1% |
| Admin fee / account holder | $9,330 | $15,044-38.0% | $12,998-28.2% | $13,397-30.4% |