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 | $13,869 | $62,573-77.8% | $85,682-83.8% | $85,850-83.8% |
| Participation rate | 85.9% | 61.1%+24.8pp | 69.9%+16.0pp | 69.3%+16.6pp |
| Annual return | 18.42% | 23.77%-5.3pp | 21.49%-3.1pp | 318.53%-300.1pp |
| Employer contribution / active EE | $6,410 | $1,757+264.9% | $2,618+144.8% | $2,565+149.9% |
| Participant deferral / active EE | $3,495 | $2,802+24.7% | $3,923-10.9% | $3,952-11.6% |
| Admin fee / account holder | $516 | $4,640-88.9% | $6,873-92.5% | $6,260-91.8% |