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 3-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 | $38,724 | $165,584-76.6% | $142,942-72.9% | $137,256-71.8% |
| Participation rate | 95.2% | 80.1%+15.2pp | 76.8%+18.4pp | 80.0%+15.3pp |
| Annual return | 18.84% | 164.22%-145.4pp | 113.70%-94.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $7,443 | $4,725+57.5% | $4,139+79.8% | $4,156+79.1% |
| Participant deferral / active EE | $11,580 | $8,194+41.3% | $7,128+62.5% | $6,407+80.7% |
| Admin fee / account holder | $7,253 | $16,167-55.1% | $12,475-41.9% | $12,270-40.9% |