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 | $51,638-23.7% | $68,368-42.3% | $82,448-52.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 21.48% | 37.53%-16.0pp | 292.57%-271.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $4,248 | $2,047+107.6% | $2,649+60.4% | $2,551+66.5% |
| Participant deferral / active EE | $10,555 | $2,914+262.3% | $4,123+156.0% | $4,139+155.0% |
| Admin fee / account holder | $1,523 | $4,643-67.2% | $5,150-70.4% | $7,234-78.9% |