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 | $35,969 | $65,409-45.0% | $98,442-63.5% | $85,850-58.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 21.31% | 21.76%-0.4pp | 1492.73%-1471.4pp | 318.53%-297.2pp |
| Employer contribution / active EE | $4,910 | $2,168+126.5% | $2,960+65.9% | $2,565+91.4% |
| Participant deferral / active EE | $2,979 | $3,166-5.9% | $4,276-30.3% | $3,952-24.6% |
| Admin fee / account holder | $2,874 | $4,593-37.4% | $5,949-51.7% | $6,260-54.1% |