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 4-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 | $70,247 | $99,921-29.7% | $85,009-17.4% | $145,959-51.9% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 11.91% | 83.89%-72.0pp | 66.47%-54.6pp | 561.95%-550.0pp |
| Employer contribution / active EE | $3,820 | $3,233+18.2% | $2,728+40.0% | $4,661-18.0% |
| Participant deferral / active EE | $7,610 | $5,293+43.8% | $4,522+68.3% | $6,689+13.8% |
| Admin fee / account holder | $313 | $7,252-95.7% | $6,153-94.9% | $13,398-97.7% |