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 | $52,946 | $89,355-40.7% | $141,162-62.5% | $72,985-27.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.55% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,612 | $3,114+16.0% | $4,735-23.7% | $2,440+48.0% |
| Participant deferral / active EE | $8,228 | $5,418+51.9% | $6,709+22.6% | $3,607+128.1% |
| Admin fee / account holder | $3,603 | $5,958-39.5% | $10,261-64.9% | $5,124-29.7% |