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 | $47,697 | $85,022-43.9% | $70,515-32.4% | $139,434-65.8% |
| Participation rate | 87.5% | 73.9%+13.6pp | 68.3%+19.2pp | 80.3%+7.2pp |
| Annual return | 19.63% | 30.38%-10.8pp | 32.77%-13.1pp | 372.94%-353.3pp |
| Employer contribution / active EE | $4,267 | $3,909+9.2% | $2,973+43.5% | $4,751-10.2% |
| Participant deferral / active EE | $5,822 | $5,890-1.2% | $4,567+27.5% | $6,710-13.2% |
| Admin fee / account holder | $1,145 | $8,906-87.1% | $6,412-82.1% | $11,403-90.0% |