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 | $61,615 | $109,904-43.9% | $97,167-36.6% | $145,959-57.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.88% | 243.43%-227.5pp | 75.27%-59.4pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,920 | $3,084-5.3% | $2,729+7.0% | $4,661-37.3% |
| Participant deferral / active EE | $4,745 | $4,676+1.5% | $4,264+11.3% | $6,689-29.1% |
| Admin fee / account holder | $412 | $6,216-93.4% | $5,650-92.7% | $13,398-96.9% |