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 | $42,934 | $112,096-61.7% | $95,952-55.3% | $158,922-73.0% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 96.34% | 171.09%-74.8pp | 91.61%+4.7pp | 302.83%-206.5pp |
| Employer contribution / active EE | $2,418 | $3,198-24.4% | $2,541-4.8% | $4,761-49.2% |
| Participant deferral / active EE | $6,951 | $4,784+45.3% | $4,167+66.8% | $5,982+16.2% |
| Admin fee / account holder | $3,854 | $10,130-62.0% | $6,795-43.3% | $11,246-65.7% |