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 | $61,625 | $63,764-3.4% | $81,930-24.8% | $79,858-22.8% |
| Participation rate | 89.7% | 67.5%+22.2pp | 72.0%+17.7pp | 69.6%+20.1pp |
| Annual return | 131.55% | 22.66%+108.9pp | 29.49%+102.1pp | 31.71%+99.8pp |
| Employer contribution / active EE | $1,222 | $1,795-31.9% | $4,310-71.6% | $2,471-50.5% |
| Participant deferral / active EE | $7,349 | $2,780+164.3% | $7,107+3.4% | $3,740+96.5% |
| Admin fee / account holder | $311 | $4,426-93.0% | $5,158-94.0% | $5,306-94.1% |