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 6-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 | $39,112 | $97,125-59.7% | $86,233-54.6% | $137,256-71.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.13% | 74.19%-62.1pp | 61.39%-49.3pp | 220.34%-208.2pp |
| Employer contribution / active EE | $5,433 | $2,841+91.2% | $2,504+116.9% | $4,156+30.7% |
| Participant deferral / active EE | $10,333 | $5,180+99.5% | $4,559+126.7% | $6,407+61.3% |
| Admin fee / account holder | $855 | $9,725-91.2% | $8,342-89.7% | $12,270-93.0% |