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 5-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 | $34,846 | $102,317-65.9% | $146,958-76.3% | $80,856-56.9% |
| Participation rate | 73.7% | 75.8%-2.1pp | 82.2%-8.5pp | 67.6%+6.0pp |
| Annual return | 20.91% | 134.76%-113.8pp | 418.34%-397.4pp | 35.59%-14.7pp |
| Employer contribution / active EE | $1,842 | $3,713-50.4% | $4,933-62.7% | $2,755-33.1% |
| Participant deferral / active EE | $4,259 | $6,644-35.9% | $8,070-47.2% | $4,296-0.9% |
| Admin fee / account holder | $3,418 | $7,941-57.0% | $12,998-73.7% | $6,918-50.6% |