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 | $58,958 | $175,202-66.3% | $149,673-60.6% | $139,434-57.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.18% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $7,186 | $5,474+31.3% | $4,818+49.2% | $4,751+51.3% |
| Participant deferral / active EE | $11,954 | $6,519+83.4% | $5,680+110.5% | $6,710+78.1% |
| Admin fee / account holder | $1,611 | $16,150-90.0% | $13,210-87.8% | $11,403-85.9% |