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 | $79,740 | $102,317-22.1% | $146,958-45.7% | $80,856-1.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.53% | 134.76%-115.2pp | 418.34%-398.8pp | 35.59%-16.1pp |
| Employer contribution / active EE | $3,685 | $3,713-0.8% | $4,933-25.3% | $2,755+33.8% |
| Participant deferral / active EE | $8,100 | $6,644+21.9% | $8,070+0.4% | $4,296+88.6% |
| Admin fee / account holder | $3,968 | $7,941-50.0% | $12,998-69.5% | $6,918-42.6% |