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 | $34,453 | $126,574-72.8% | $106,213-67.6% | $145,922-76.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.72% | 224.79%-210.1pp | 116.14%-101.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,318 | $3,730-11.0% | $3,171+4.6% | $4,660-28.8% |
| Participant deferral / active EE | $6,846 | $5,724+19.6% | $5,016+36.5% | $6,688+2.4% |
| Admin fee / account holder | $467 | $17,304-97.3% | $11,033-95.8% | $13,397-96.5% |