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 3-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 | $19,581 | $54,705-64.2% | $71,209-72.5% | $84,808-76.9% |
| Participation rate | 81.5% | 64.1%+17.4pp | 73.8%+7.7pp | 68.3%+13.2pp |
| Annual return | 18.87% | 35.90%-17.0pp | 282.51%-263.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $6,014 | $2,158+178.7% | $2,721+121.0% | $2,631+128.6% |
| Participant deferral / active EE | $5,035 | $3,030+66.2% | $4,175+20.6% | $4,212+19.6% |
| Admin fee / account holder | $3,651 | $4,863-24.9% | $5,349-31.7% | $7,344-50.3% |