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 | $39,008 | $109,817-64.5% | $98,442-60.4% | $167,490-76.7% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 20.15% | 1956.69%-1936.5pp | 1492.73%-1472.6pp | 478.56%-458.4pp |
| Employer contribution / active EE | $2,247 | $3,224-30.3% | $2,960-24.1% | $4,837-53.5% |
| Participant deferral / active EE | $7,141 | $4,673+52.8% | $4,276+67.0% | $6,341+12.6% |
| Admin fee / account holder | $617 | $6,753-90.9% | $5,949-89.6% | $12,309-95.0% |