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 | $39,061 | $99,921-60.9% | $85,009-54.1% | $145,959-73.2% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 10.72% | 83.89%-73.2pp | 66.47%-55.7pp | 561.95%-551.2pp |
| Employer contribution / active EE | $980 | $3,233-69.7% | $2,728-64.1% | $4,661-79.0% |
| Participant deferral / active EE | $1,592 | $5,293-69.9% | $4,522-64.8% | $6,689-76.2% |
| Admin fee / account holder | $3,493 | $7,252-51.8% | $6,153-43.2% | $13,398-73.9% |