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 | $31,290 | $108,919-71.3% | $100,391-68.8% | $145,922-78.6% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 18.50% | 57.88%-39.4pp | 49.20%-30.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $5,463 | $4,419+23.6% | $3,942+38.6% | $4,660+17.2% |
| Participant deferral / active EE | $4,118 | $8,445-51.2% | $8,082-49.0% | $6,688-38.4% |
| Admin fee / account holder | $1,915 | $9,689-80.2% | $7,899-75.8% | $13,397-85.7% |