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 | $40,997 | $111,724-63.3% | $93,606-56.2% | $145,922-71.9% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 11.54% | 202.98%-191.4pp | 133.20%-121.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,929 | $3,090-37.6% | $2,420-20.3% | $4,660-58.6% |
| Participant deferral / active EE | $2,749 | $4,912-44.0% | $4,411-37.7% | $6,688-58.9% |
| Admin fee / account holder | $6,038 | $10,250-41.1% | $8,285-27.1% | $13,397-54.9% |