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 | $71,406 | $102,382-30.3% | $147,005-51.4% | $80,874-11.7% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 12.85% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $3,699 | $3,715-0.4% | $4,934-25.0% | $2,756+34.2% |
| Participant deferral / active EE | $9,090 | $6,646+36.8% | $8,070+12.6% | $4,297+111.5% |
| Admin fee / account holder | $20,433 | $7,942+157.3% | $13,006+57.1% | $6,935+194.6% |