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 | $42,915 | $91,190-52.9% | $178,490-76.0% | $79,858-46.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 21.23% | 24.19%-3.0pp | 151.07%-129.8pp | 31.71%-10.5pp |
| Employer contribution / active EE | $5,894 | $3,256+81.0% | $5,011+17.6% | $2,471+138.6% |
| Participant deferral / active EE | $17,757 | $3,236+448.7% | $5,202+241.4% | $3,740+374.8% |
| Admin fee / account holder | $3,895 | $6,751-42.3% | $13,984-72.1% | $5,306-26.6% |