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 | $56,524 | $111,754-49.4% | $103,333-45.3% | $145,922-61.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.13% | 24.77%-11.6pp | 24.88%-11.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $9,380 | $4,212+122.7% | $3,868+142.5% | $4,660+101.3% |
| Participant deferral / active EE | $6,890 | $5,619+22.6% | $5,057+36.2% | $6,688+3.0% |
| Admin fee / account holder | $453 | $9,750-95.4% | $8,355-94.6% | $13,397-96.6% |