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 | $31,292 | $100,773-68.9% | $88,946-64.8% | $142,382-78.0% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 59.15% | 70.18%-11.0pp | 57.82%+1.3pp | 217.08%-157.9pp |
| Employer contribution / active EE | $5,357 | $2,918+83.6% | $2,555+109.7% | $4,299+24.6% |
| Participant deferral / active EE | $19,469 | $5,230+272.2% | $4,581+325.0% | $6,507+199.2% |
| Admin fee / account holder | $514 | $9,693-94.7% | $8,261-93.8% | $12,624-95.9% |