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 | $47,032 | $48,795-3.6% | $65,493-28.2% | $84,808-44.5% |
| Participation rate | 98.4% | 67.0%+31.4pp | 73.1%+25.3pp | 68.3%+30.1pp |
| Annual return | 16.73% | 20.20%-3.5pp | 982.45%-965.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,484 | $1,930+28.7% | $2,574-3.5% | $2,631-5.6% |
| Participant deferral / active EE | $5,755 | $2,928+96.5% | $3,961+45.3% | $4,212+36.6% |
| Admin fee / account holder | $1,813 | $3,877-53.2% | $5,028-63.9% | $7,344-75.3% |