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 | $62,936 | $100,773-37.5% | $88,946-29.2% | $142,382-55.8% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 11.59% | 70.18%-58.6pp | 57.82%-46.2pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,581 | $2,918-45.8% | $2,555-38.1% | $4,299-63.2% |
| Participant deferral / active EE | $4,232 | $5,230-19.1% | $4,581-7.6% | $6,507-35.0% |
| Admin fee / account holder | $16,764 | $9,693+72.9% | $8,261+102.9% | $12,624+32.8% |