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 | $106,735 | $45,566+134.2% | $64,105+66.5% | $59,632+79.0% |
| Participation rate | 93.9% | 60.2%+33.8pp | 68.2%+25.8pp | 68.7%+25.3pp |
| Annual return | 24.17% | 4.95%+19.2pp | 791.24%-767.1pp | 2041.28%-2017.1pp |
| Employer contribution / active EE | $779 | $934-16.7% | $1,820-57.2% | $2,203-64.7% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $513 | $3,268-84.3% | $4,499-88.6% | $4,297-88.1% |