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 | $38,527 | $74,888-48.6% | $71,209-45.9% | $142,382-72.9% |
| Participation rate | 78.9% | 76.2%+2.7pp | 73.8%+5.2pp | 80.1%-1.2pp |
| Annual return | 17.72% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,531 | $2,854-46.4% | $2,721-43.7% | $4,299-64.4% |
| Participant deferral / active EE | $2,054 | $4,454-53.9% | $4,175-50.8% | $6,507-68.4% |
| Admin fee / account holder | $1,811 | $5,568-67.5% | $5,349-66.1% | $12,624-85.7% |