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 | $39,419 | $54,705-27.9% | $71,209-44.6% | $84,808-53.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 21.48% | 35.90%-14.4pp | 282.51%-261.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $4,248 | $2,158+96.9% | $2,721+56.1% | $2,631+61.5% |
| Participant deferral / active EE | $10,555 | $3,030+248.3% | $4,175+152.8% | $4,212+150.6% |
| Admin fee / account holder | $1,523 | $4,863-68.7% | $5,349-71.5% | $7,344-79.3% |