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 | $48,460 | $64,707-25.1% | $112,228-56.8% | $68,494-29.2% |
| Participation rate | 89.2% | 67.2%+22.1pp | 75.1%+14.2pp | 67.9%+21.3pp |
| Annual return | 195.54% | -11.40%+206.9pp | 27.45%+168.1pp | -7.84%+203.4pp |
| Employer contribution / active EE | $3,864 | $2,746+40.7% | $3,635+6.3% | $2,596+48.8% |
| Participant deferral / active EE | $7,278 | $3,565+104.2% | $4,728+53.9% | $4,027+80.7% |
| Admin fee / account holder | $1,426 | $5,232-72.7% | $6,410-77.7% | $5,403-73.6% |