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 7-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 | $41,812 | $109,982-62.0% | $97,226-57.0% | $145,922-71.3% |
| Participation rate | 82.4% | 75.9%+6.4pp | 72.7%+9.7pp | 80.3%+2.1pp |
| Annual return | 10.99% | 242.90%-231.9pp | 75.13%-64.1pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,781 | $3,084-9.8% | $2,729+1.9% | $4,660-40.3% |
| Participant deferral / active EE | $8,213 | $4,676+75.7% | $4,264+92.6% | $6,688+22.8% |
| Admin fee / account holder | $2,338 | $6,221-62.4% | $5,654-58.6% | $13,397-82.5% |