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 | $47,162 | $108,919-56.7% | $100,391-53.0% | $145,922-67.7% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 22.94% | 57.88%-34.9pp | 49.20%-26.3pp | 561.29%-538.3pp |
| Employer contribution / active EE | $2,134 | $4,419-51.7% | $3,942-45.9% | $4,660-54.2% |
| Participant deferral / active EE | $11,522 | $8,445+36.4% | $8,082+42.6% | $6,688+72.3% |
| Admin fee / account holder | $6,724 | $9,689-30.6% | $7,899-14.9% | $13,397-49.8% |