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 | $45,265 | $68,346-33.8% | $94,646-52.2% | $75,163-39.8% |
| Participation rate | 76.9% | 76.1%+0.8pp | 80.8%-3.9pp | 67.2%+9.7pp |
| Annual return | 16.87% | 616.93%-600.1pp | 156.71%-139.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,299 | $2,701-51.9% | $3,672-64.6% | $2,670-51.4% |
| Participant deferral / active EE | $12,945 | $6,537+98.0% | $7,418+74.5% | $4,125+213.8% |
| Admin fee / account holder | $13,071 | $5,326+145.4% | $7,231+80.8% | $5,651+131.3% |