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 | $23,276 | $65,041-64.2% | $90,951-74.4% | $79,858-70.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 136.24% | 30.45%+105.8pp | 134.60%+1.6pp | 31.71%+104.5pp |
| Employer contribution / active EE | $2,413 | $1,247+93.5% | $2,122+13.7% | $2,471-2.3% |
| Participant deferral / active EE | $4,633 | $2,512+84.4% | $3,373+37.4% | $3,740+23.9% |
| Admin fee / account holder | $311 | $4,536-93.1% | $5,959-94.8% | $5,306-94.1% |