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 | $41,718 | $61,774-32.5% | $97,226-57.1% | $80,856-48.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 15.70% | -557.90%+573.6pp | 75.13%-59.4pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,379 | $1,837+138.4% | $2,729+60.5% | $2,755+59.0% |
| Participant deferral / active EE | $5,963 | $3,029+96.9% | $4,264+39.9% | $4,296+38.8% |
| Admin fee / account holder | $5,240 | $5,166+1.4% | $5,654-7.3% | $6,918-24.3% |