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 | $38,910 | $74,888-48.0% | $71,209-45.4% | $142,382-72.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.66% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,308 | $2,854+86.0% | $2,721+95.1% | $4,299+23.5% |
| Participant deferral / active EE | $6,566 | $4,454+47.4% | $4,175+57.3% | $6,507+0.9% |
| Admin fee / account holder | $2,467 | $5,568-55.7% | $5,349-53.9% | $12,624-80.5% |