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 | $25,900 | $29,319-11.7% | $52,425-50.6% | $82,448-68.6% |
| Participation rate | 71.4% | 46.9%+24.6pp | 55.6%+15.8pp | 68.1%+3.4pp |
| Annual return | 18.89% | 535.20%-516.3pp | 302.12%-283.2pp | 41.64%-22.8pp |
| Employer contribution / active EE | $4,277 | $586+629.3% | $914+367.9% | $2,551+67.7% |
| Participant deferral / active EE | $2,635 | $1,171+125.0% | $1,790+47.2% | $4,139-36.3% |
| Admin fee / account holder | $2,982 | $1,962+52.0% | $2,495+19.5% | $7,234-58.8% |