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 8-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 | $33,614 | $70,428-52.3% | $96,562-65.2% | $85,850-60.8% |
| Participation rate | 74.5% | 61.8%+12.7pp | 69.8%+4.7pp | 69.3%+5.2pp |
| Annual return | 15.18% | 18.59%-3.4pp | 37.78%-22.6pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,821 | $1,413+99.7% | $2,356+19.7% | $2,565+10.0% |
| Participant deferral / active EE | $5,573 | $2,894+92.6% | $3,849+44.8% | $3,952+41.0% |
| Admin fee / account holder | $1,442 | $4,997-71.1% | $6,181-76.7% | $6,260-77.0% |