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 | $57,263 | $132,634-56.8% | $115,768-50.5% | $137,256-58.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 17.05% | 160.70%-143.7pp | 100.46%-83.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,449 | $3,360-27.1% | $2,940-16.7% | $4,156-41.1% |
| Participant deferral / active EE | $4,417 | $5,619-21.4% | $4,917-10.2% | $6,407-31.1% |
| Admin fee / account holder | $2,550 | $15,028-83.0% | $12,439-79.5% | $12,270-79.2% |