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 | $53,060 | $96,635-45.1% | $86,612-38.7% | $139,434-61.9% |
| Participation rate | 85.0% | 74.4%+10.6pp | 71.7%+13.3pp | 80.3%+4.7pp |
| Annual return | 18.00% | 106.41%-88.4pp | 591.07%-573.1pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,359 | $3,263-27.7% | $3,022-22.0% | $4,751-50.4% |
| Participant deferral / active EE | $4,149 | $4,836-14.2% | $4,438-6.5% | $6,710-38.2% |
| Admin fee / account holder | $3,494 | $6,408-45.5% | $5,614-37.8% | $11,403-69.4% |