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 | $50,374 | $104,974-52.0% | $95,585-47.3% | $142,382-64.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 17.67% | 210.33%-192.7pp | 38.56%-20.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $8,506 | $2,779+206.1% | $2,527+236.7% | $4,299+97.9% |
| Participant deferral / active EE | $6,559 | $4,352+50.7% | $4,023+63.1% | $6,507+0.8% |
| Admin fee / account holder | $540 | $6,386-91.5% | $6,127-91.2% | $12,624-95.7% |