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 | $30,855 | $70,669-56.3% | $169,368-81.8% | $75,163-58.9% |
| Participation rate | 86.3% | 64.8%+21.5pp | 77.1%+9.2pp | 67.2%+19.1pp |
| Annual return | 19.86% | 36.36%-16.5pp | 405.60%-385.7pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,286 | $2,211+3.4% | $4,013-43.0% | $2,670-14.4% |
| Participant deferral / active EE | $5,191 | $4,311+20.4% | $6,221-16.6% | $4,125+25.9% |
| Admin fee / account holder | $965 | $5,402-82.1% | $9,003-89.3% | $5,651-82.9% |