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 | $46,377 | $115,770-59.9% | $101,248-54.2% | $158,922-70.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.25% | 56.14%-37.9pp | 46.47%-28.2pp | 302.83%-284.6pp |
| Employer contribution / active EE | $4,335 | $4,175+3.8% | $3,660+18.5% | $4,761-9.0% |
| Participant deferral / active EE | $4,483 | $4,957-9.6% | $4,370+2.6% | $5,982-25.1% |
| Admin fee / account holder | $2,258 | $7,245-68.8% | $5,945-62.0% | $11,246-79.9% |