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 | $49,013 | $77,145-36.5% | $108,410-54.8% | $85,850-42.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 20.65% | 44.54%-23.9pp | 905.27%-884.6pp | 318.53%-297.9pp |
| Employer contribution / active EE | $1,596 | $2,379-32.9% | $3,558-55.1% | $2,565-37.8% |
| Participant deferral / active EE | $5,561 | $5,566-0.1% | $6,563-15.3% | $3,952+40.7% |
| Admin fee / account holder | $2,501 | $5,172-51.6% | $7,295-65.7% | $6,260-60.0% |