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 | $72,071-46.5% | $68,368-43.6% | $137,256-71.9% |
| Participation rate | 78.9% | 76.2%+2.7pp | 73.8%+5.2pp | 80.0%-1.0pp |
| Annual return | 17.72% | 353.14%-335.4pp | 292.57%-274.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,531 | $2,788-45.1% | $2,649-42.2% | $4,156-63.2% |
| Participant deferral / active EE | $2,054 | $4,410-53.4% | $4,123-50.2% | $6,407-67.9% |
| Admin fee / account holder | $1,811 | $5,336-66.1% | $5,150-64.8% | $12,270-85.2% |