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 | $57,940 | $84,149-31.1% | $76,080-23.8% | $167,490-65.4% |
| Participation rate | 95.7% | 84.9%+10.8pp | 79.4%+16.2pp | 82.1%+13.5pp |
| Annual return | 29.92% | 54.99%-25.1pp | 42.50%-12.6pp | 478.56%-448.6pp |
| Employer contribution / active EE | $4,947 | $4,618+7.1% | $3,962+24.9% | $4,837+2.3% |
| Participant deferral / active EE | $0 | $5,796-100.0% | $4,905-100.0% | $6,341-100.0% |
| Admin fee / account holder | $3,846 | $6,410-40.0% | $4,883-21.3% | $12,309-68.8% |