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 | $44,313 | $100,773-56.0% | $88,946-50.2% | $142,382-68.9% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.8%+17.8pp | 80.1%+6.5pp |
| Annual return | 18.88% | 70.18%-51.3pp | 57.82%-38.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,525 | $2,918-47.7% | $2,555-40.3% | $4,299-64.5% |
| Participant deferral / active EE | $5,258 | $5,230+0.5% | $4,581+14.8% | $6,507-19.2% |
| Admin fee / account holder | $551 | $9,693-94.3% | $8,261-93.3% | $12,624-95.6% |