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 | $54,705-64.7% | $71,209-72.9% | $84,808-77.2% |
| Participation rate | 86.7% | 64.1%+22.6pp | 73.8%+12.9pp | 68.3%+18.4pp |
| Annual return | 34.39% | 35.90%-1.5pp | 282.51%-248.1pp | 40.90%-6.5pp |
| Employer contribution / active EE | $2,968 | $2,158+37.5% | $2,721+9.1% | $2,631+12.8% |
| Participant deferral / active EE | $7,103 | $3,030+134.4% | $4,175+70.1% | $4,212+68.7% |
| Admin fee / account holder | $876 | $4,863-82.0% | $5,349-83.6% | $7,344-88.1% |