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 | $55,683 | $99,877-44.2% | $84,966-34.5% | $145,922-61.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.60% | 83.76%-60.2pp | 66.38%-42.8pp | 561.29%-537.7pp |
| Employer contribution / active EE | $2,883 | $3,231-10.8% | $2,727+5.7% | $4,660-38.1% |
| Participant deferral / active EE | $8,677 | $5,291+64.0% | $4,519+92.0% | $6,688+29.7% |
| Admin fee / account holder | $1,968 | $7,248-72.8% | $6,149-68.0% | $13,397-85.3% |