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 | $23,610 | $121,625-80.6% | $104,607-77.4% | $158,922-85.1% |
| Participation rate | 84.6% | 77.5%+7.1pp | 74.1%+10.5pp | 82.0%+2.7pp |
| Annual return | 15.20% | 465.26%-450.1pp | 340.46%-325.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,382 | $3,163-56.3% | $2,681-48.4% | $4,761-71.0% |
| Participant deferral / active EE | $3,322 | $4,177-20.5% | $3,740-11.2% | $5,982-44.5% |
| Admin fee / account holder | $2,759 | $7,787-64.6% | $6,473-57.4% | $11,246-75.5% |