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 | $45,147 | $99,877-54.8% | $84,966-46.9% | $145,922-69.1% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 11.23% | 83.76%-72.5pp | 66.38%-55.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $7,495 | $3,231+132.0% | $2,727+174.8% | $4,660+60.9% |
| Participant deferral / active EE | $2,734 | $5,291-48.3% | $4,519-39.5% | $6,688-59.1% |
| Admin fee / account holder | $2,481 | $7,248-65.8% | $6,149-59.7% | $13,397-81.5% |