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 | $46,118 | $124,319-62.9% | $111,297-58.6% | $167,490-72.5% |
| Participation rate | 90.5% | 79.6%+10.9pp | 77.3%+13.2pp | 82.1%+8.4pp |
| Annual return | 15.11% | 37.44%-22.3pp | 54.65%-39.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,175 | $3,435-36.7% | $2,731-20.4% | $4,837-55.0% |
| Participant deferral / active EE | $2,800 | $5,180-45.9% | $4,487-37.6% | $6,341-55.8% |
| Admin fee / account holder | $3,827 | $10,618-64.0% | $7,964-52.0% | $12,309-68.9% |