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 | $42,610 | $183,592-76.8% | $155,567-72.6% | $145,959-70.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.07% | 61.24%-42.2pp | 64.74%-45.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $6,992 | $5,315+31.6% | $4,674+49.6% | $4,661+50.0% |
| Participant deferral / active EE | $5,678 | $6,464-12.2% | $5,628+0.9% | $6,689-15.1% |
| Admin fee / account holder | $732 | $19,318-96.2% | $15,916-95.4% | $13,398-94.5% |