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 | $75,656 | $60,124+25.8% | $90,404-16.3% | $79,858-5.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.75% | 71.94%-55.2pp | 1293.02%-1276.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,507 | $2,068+21.2% | $3,262-23.1% | $2,471+1.5% |
| Participant deferral / active EE | $9,454 | $2,938+221.8% | $3,963+138.5% | $3,740+152.8% |
| Admin fee / account holder | $806 | $3,976-79.7% | $5,611-85.6% | $5,306-84.8% |