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 | $68,735 | $157,256-56.3% | $141,162-51.3% | $152,861-55.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 237.49% | 64.32%+173.2pp | 71.39%+166.1pp | 345.32%-107.8pp |
| Employer contribution / active EE | $9,366 | $5,261+78.0% | $4,735+97.8% | $4,762+96.7% |
| Participant deferral / active EE | $5,467 | $7,109-23.1% | $6,709-18.5% | $5,850-6.5% |
| Admin fee / account holder | $1,054 | $12,120-91.3% | $10,261-89.7% | $11,596-90.9% |