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 | $24,850 | $60,124-58.7% | $90,404-72.5% | $79,858-68.9% |
| Participation rate | 91.9% | 65.0%+26.9pp | 72.7%+19.2pp | 69.6%+22.3pp |
| Annual return | 22.07% | 71.94%-49.9pp | 1293.02%-1270.9pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,367 | $2,068-33.9% | $3,262-58.1% | $2,471-44.7% |
| Participant deferral / active EE | $4,198 | $2,938+42.9% | $3,963+5.9% | $3,740+12.2% |
| Admin fee / account holder | $610 | $3,976-84.7% | $5,611-89.1% | $5,306-88.5% |