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 | $53,145 | $91,190-41.7% | $178,490-70.2% | $79,858-33.5% |
| Participation rate | 94.7% | 69.2%+25.5pp | 81.9%+12.7pp | 69.6%+25.0pp |
| Annual return | 15.27% | 24.19%-8.9pp | 151.07%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,444 | $3,256-55.6% | $5,011-71.2% | $2,471-41.6% |
| Participant deferral / active EE | $3,552 | $3,236+9.8% | $5,202-31.7% | $3,740-5.0% |
| Admin fee / account holder | $2,802 | $6,751-58.5% | $13,984-80.0% | $5,306-47.2% |