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 8-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 | $25,444 | $49,922-49.0% | $80,569-68.4% | $75,163-66.1% |
| Participation rate | 73.1% | 55.3%+17.8pp | 67.0%+6.1pp | 67.2%+5.9pp |
| Annual return | 18.25% | 34.69%-16.4pp | 935.43%-917.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,029 | $1,698+78.4% | $2,723+11.2% | $2,670+13.5% |
| Participant deferral / active EE | $3,770 | $2,990+26.1% | $4,447-15.2% | $4,125-8.6% |
| Admin fee / account holder | $3,673 | $3,577+2.7% | $5,377-31.7% | $5,651-35.0% |