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 | $49,167 | $102,317-51.9% | $146,958-66.5% | $80,856-39.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 15.20% | 134.76%-119.6pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $943 | $3,713-74.6% | $4,933-80.9% | $2,755-65.8% |
| Participant deferral / active EE | $4,469 | $6,644-32.7% | $8,070-44.6% | $4,296+4.0% |
| Admin fee / account holder | $5,268 | $7,941-33.7% | $12,998-59.5% | $6,918-23.8% |