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 | $33,865 | $102,317-66.9% | $146,958-77.0% | $80,856-58.1% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.2%-6.1pp | 67.6%+8.4pp |
| Annual return | 25.20% | 134.76%-109.6pp | 418.34%-393.1pp | 35.59%-10.4pp |
| Employer contribution / active EE | $3,026 | $3,713-18.5% | $4,933-38.7% | $2,755+9.8% |
| Participant deferral / active EE | $6,365 | $6,644-4.2% | $8,070-21.1% | $4,296+48.2% |
| Admin fee / account holder | $847 | $7,941-89.3% | $12,998-93.5% | $6,918-87.8% |