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 3-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 | $34,838 | $90,348-61.4% | $75,972-54.1% | $145,922-76.1% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.1%+3.7pp | 80.3%-7.5pp |
| Annual return | 11.28% | 620.88%-609.6pp | 359.55%-348.3pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,481 | $3,311-25.1% | $2,685-7.6% | $4,660-46.7% |
| Participant deferral / active EE | $8,041 | $5,162+55.8% | $4,255+89.0% | $6,688+20.2% |
| Admin fee / account holder | $911 | $8,467-89.2% | $6,467-85.9% | $13,397-93.2% |