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 6-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 | $43,857 | $102,317-57.1% | $146,958-70.2% | $80,856-45.8% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.2%-7.9pp | 67.6%+6.6pp |
| Annual return | 21.60% | 134.76%-113.2pp | 418.34%-396.7pp | 35.59%-14.0pp |
| Employer contribution / active EE | $2,810 | $3,713-24.3% | $4,933-43.0% | $2,755+2.0% |
| Participant deferral / active EE | $5,945 | $6,644-10.5% | $8,070-26.3% | $4,296+38.4% |
| Admin fee / account holder | $3,075 | $7,941-61.3% | $12,998-76.3% | $6,918-55.6% |