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 | $22,927 | $89,355-74.3% | $141,162-83.8% | $72,985-68.6% |
| Participation rate | 74.2% | 75.1%-0.9pp | 82.5%-8.3pp | 69.5%+4.7pp |
| Annual return | 34.23% | 111.85%-77.6pp | 71.39%-37.2pp | 81.00%-46.8pp |
| Employer contribution / active EE | $2,949 | $3,114-5.3% | $4,735-37.7% | $2,440+20.9% |
| Participant deferral / active EE | $7,377 | $5,418+36.1% | $6,709+9.9% | $3,607+104.5% |
| Admin fee / account holder | $333 | $5,958-94.4% | $10,261-96.8% | $5,124-93.5% |