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 9-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 | $29,847 | $169,032-82.3% | $129,207-76.9% | $145,922-79.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.58% | 14330.11%-14319.5pp | 9417.33%-9406.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,156 | $5,537-43.0% | $4,153-24.0% | $4,660-32.3% |
| Participant deferral / active EE | $2,468 | $4,987-50.5% | $4,168-40.8% | $6,688-63.1% |
| Admin fee / account holder | $2,485 | $9,954-75.0% | $7,715-67.8% | $13,397-81.5% |