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 | $30,616 | $126,574-75.8% | $106,213-71.2% | $145,922-79.0% |
| Participation rate | 94.1% | 77.6%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 26.87% | 224.79%-197.9pp | 116.14%-89.3pp | 561.29%-534.4pp |
| Employer contribution / active EE | $2,710 | $3,730-27.4% | $3,171-14.5% | $4,660-41.8% |
| Participant deferral / active EE | $4,661 | $5,724-18.6% | $5,016-7.1% | $6,688-30.3% |
| Admin fee / account holder | $2,358 | $17,304-86.4% | $11,033-78.6% | $13,397-82.4% |