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 | $52,903 | $115,770-54.3% | $101,248-47.7% | $158,922-66.7% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 22.09% | 56.14%-34.0pp | 46.47%-24.4pp | 302.83%-280.7pp |
| Employer contribution / active EE | $11,409 | $4,175+173.3% | $3,660+211.8% | $4,761+139.6% |
| Participant deferral / active EE | $12,312 | $4,957+148.4% | $4,370+181.7% | $5,982+105.8% |
| Admin fee / account holder | $575 | $7,245-92.1% | $5,945-90.3% | $11,246-94.9% |