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 | $35,733 | $102,966-65.3% | $90,281-60.4% | $152,861-76.6% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 18.13% | 95.16%-77.0pp | 78.10%-60.0pp | 345.32%-327.2pp |
| Employer contribution / active EE | $3,044 | $3,139-3.0% | $2,854+6.6% | $4,762-36.1% |
| Participant deferral / active EE | $4,123 | $4,281-3.7% | $3,885+6.1% | $5,850-29.5% |
| Admin fee / account holder | $4,844 | $6,171-21.5% | $5,351-9.5% | $11,596-58.2% |