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 | $19,332 | $51,638-62.6% | $68,368-71.7% | $82,448-76.6% |
| Participation rate | 86.7% | 63.6%+23.1pp | 73.8%+12.9pp | 68.1%+18.6pp |
| Annual return | 34.39% | 37.53%-3.1pp | 292.57%-258.2pp | 41.64%-7.3pp |
| Employer contribution / active EE | $2,968 | $2,047+45.0% | $2,649+12.0% | $2,551+16.3% |
| Participant deferral / active EE | $7,103 | $2,914+143.8% | $4,123+72.3% | $4,139+71.6% |
| Admin fee / account holder | $876 | $4,643-81.1% | $5,150-83.0% | $7,234-87.9% |