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 | $43,615 | $90,348-51.7% | $75,972-42.6% | $145,922-70.1% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.1%+7.4pp | 80.3%-3.8pp |
| Annual return | 12.33% | 620.88%-608.5pp | 359.55%-347.2pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,158 | $3,311-34.8% | $2,685-19.6% | $4,660-53.7% |
| Participant deferral / active EE | $5,697 | $5,162+10.4% | $4,255+33.9% | $6,688-14.8% |
| Admin fee / account holder | $3,536 | $8,467-58.2% | $6,467-45.3% | $13,397-73.6% |