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 | $47,195 | $102,317-53.9% | $146,958-67.9% | $80,856-41.6% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.2%+2.1pp | 67.6%+16.6pp |
| Annual return | 17.25% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $6,125 | $3,713+65.0% | $4,933+24.2% | $2,755+122.3% |
| Participant deferral / active EE | $7,675 | $6,644+15.5% | $8,070-4.9% | $4,296+78.7% |
| Admin fee / account holder | $6,683 | $7,941-15.8% | $12,998-48.6% | $6,918-3.4% |