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 | $52,605 | $126,519-58.4% | $106,201-50.5% | $145,959-64.0% |
| Participation rate | 70.8% | 77.7%-6.8pp | 75.3%-4.5pp | 80.3%-9.5pp |
| Annual return | 13.08% | 225.10%-212.0pp | 116.26%-103.2pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,309 | $3,726-64.9% | $3,170-58.7% | $4,661-71.9% |
| Participant deferral / active EE | $2,672 | $5,716-53.3% | $5,012-46.7% | $6,689-60.1% |
| Admin fee / account holder | $537 | $17,312-96.9% | $11,039-95.1% | $13,398-96.0% |