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 9-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 | $40,384 | $65,409-38.3% | $98,442-59.0% | $85,850-53.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 19.34% | 21.76%-2.4pp | 1492.73%-1473.4pp | 318.53%-299.2pp |
| Employer contribution / active EE | $2,917 | $2,168+34.6% | $2,960-1.5% | $2,565+13.7% |
| Participant deferral / active EE | $5,431 | $3,166+71.5% | $4,276+27.0% | $3,952+37.4% |
| Admin fee / account holder | $3,284 | $4,593-28.5% | $5,949-44.8% | $6,260-47.5% |