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 6-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 | $42,057 | $65,041-35.3% | $90,951-53.8% | $79,858-47.3% |
| Participation rate | 95.5% | 61.6%+33.9pp | 69.0%+26.5pp | 69.6%+25.9pp |
| Annual return | 23.15% | 30.45%-7.3pp | 134.60%-111.5pp | 31.71%-8.6pp |
| Employer contribution / active EE | $6,601 | $1,247+429.3% | $2,122+211.1% | $2,471+167.2% |
| Participant deferral / active EE | $5,329 | $2,512+112.1% | $3,373+58.0% | $3,740+42.5% |
| Admin fee / account holder | $508 | $4,536-88.8% | $5,959-91.5% | $5,306-90.4% |