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 | $34,706 | $102,317-66.1% | $146,958-76.4% | $80,856-57.1% |
| Participation rate | 70.5% | 75.8%-5.4pp | 82.2%-11.7pp | 67.6%+2.8pp |
| Annual return | 22.25% | 134.76%-112.5pp | 418.34%-396.1pp | 35.59%-13.3pp |
| Employer contribution / active EE | $2,235 | $3,713-39.8% | $4,933-54.7% | $2,755-18.9% |
| Participant deferral / active EE | $5,405 | $6,644-18.6% | $8,070-33.0% | $4,296+25.8% |
| Admin fee / account holder | $1,698 | $7,941-78.6% | $12,998-86.9% | $6,918-75.5% |