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 | $31,534 | $81,208-61.2% | $98,907-68.1% | $79,858-60.5% |
| Participation rate | 87.5% | 72.5%+15.0pp | 76.0%+11.5pp | 69.6%+17.9pp |
| Annual return | 13.66% | 60.99%-47.3pp | 196.43%-182.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,467 | $1,960-25.1% | $2,689-45.4% | $2,471-40.6% |
| Participant deferral / active EE | $2,258 | $3,265-30.8% | $4,244-46.8% | $3,740-39.6% |
| Admin fee / account holder | $6,701 | $6,013+11.4% | $6,642+0.9% | $5,306+26.3% |