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 | $40,358 | $159,901-74.8% | $146,958-72.5% | $145,922-72.3% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.1pp | 80.3%+3.9pp |
| Annual return | 15.99% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,416 | $5,286-54.3% | $4,933-51.0% | $4,660-48.2% |
| Participant deferral / active EE | $4,779 | $8,428-43.3% | $8,070-40.8% | $6,688-28.5% |
| Admin fee / account holder | $1,466 | $15,044-90.3% | $12,998-88.7% | $13,397-89.1% |