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 | $84,183 | $102,317-17.7% | $146,958-42.7% | $80,856+4.1% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.2%-0.3pp | 67.6%+14.2pp |
| Annual return | 18.72% | 134.76%-116.0pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,801 | $3,713-51.5% | $4,933-63.5% | $2,755-34.6% |
| Participant deferral / active EE | $6,435 | $6,644-3.1% | $8,070-20.3% | $4,296+49.8% |
| Admin fee / account holder | $698 | $7,941-91.2% | $12,998-94.6% | $6,918-89.9% |