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 | $38,508 | $96,305-60.0% | $80,569-52.2% | $139,434-72.4% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 12.18% | 1350.08%-1337.9pp | 935.43%-923.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,868 | $3,262-12.1% | $2,723+5.3% | $4,751-39.6% |
| Participant deferral / active EE | $7,535 | $5,232+44.0% | $4,447+69.4% | $6,710+12.3% |
| Admin fee / account holder | $2,120 | $6,599-67.9% | $5,377-60.6% | $11,403-81.4% |