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 | $40,239 | $76,738-47.6% | $56,411-28.7% | $145,922-72.4% |
| Participation rate | 73.9% | 63.2%+10.7pp | 52.5%+21.4pp | 80.3%-6.4pp |
| Annual return | 6.95% | 2994.23%-2987.3pp | 1701.33%-1694.4pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,403 | $1,380+74.1% | $1,039+131.3% | $4,660-48.4% |
| Participant deferral / active EE | $4,263 | $2,623+62.6% | $1,952+118.4% | $6,688-36.3% |
| Admin fee / account holder | $1,643 | $3,334-50.7% | $2,829-41.9% | $13,397-87.7% |