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 | $46,225 | $48,795-5.3% | $65,493-29.4% | $84,808-45.5% |
| Participation rate | 77.8% | 67.0%+10.8pp | 73.1%+4.7pp | 68.3%+9.5pp |
| Annual return | 63.41% | 20.20%+43.2pp | 982.45%-919.0pp | 40.90%+22.5pp |
| Employer contribution / active EE | $2,340 | $1,930+21.3% | $2,574-9.1% | $2,631-11.1% |
| Participant deferral / active EE | $3,959 | $2,928+35.2% | $3,961-0.1% | $4,212-6.0% |
| Admin fee / account holder | $7,258 | $3,877+87.2% | $5,028+44.3% | $7,344-1.2% |