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 | $40,414 | $159,602-74.7% | $150,045-73.1% | $142,382-71.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.02% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $8,476 | $4,961+70.9% | $4,693+80.6% | $4,299+97.2% |
| Participant deferral / active EE | $22,506 | $8,310+170.8% | $7,997+181.4% | $6,507+245.9% |
| Admin fee / account holder | $4,810 | $14,846-67.6% | $13,435-64.2% | $12,624-61.9% |