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 | $56,141 | $133,922-58.1% | $116,228-51.7% | $142,382-60.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.29% | 147.76%-131.5pp | 90.06%-73.8pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,295 | $3,446-33.4% | $2,994-23.4% | $4,299-46.6% |
| Participant deferral / active EE | $8,504 | $5,672+49.9% | $4,953+71.7% | $6,507+30.7% |
| Admin fee / account holder | $569 | $14,945-96.2% | $11,989-95.3% | $12,624-95.5% |