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 | $37,900 | $109,817-65.5% | $98,442-61.5% | $167,490-77.4% |
| Participation rate | 79.2% | 75.8%+3.3pp | 73.3%+5.8pp | 82.1%-2.9pp |
| Annual return | 14.79% | 1956.69%-1941.9pp | 1492.73%-1477.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,210 | $3,224-31.4% | $2,960-25.3% | $4,837-54.3% |
| Participant deferral / active EE | $3,874 | $4,673-17.1% | $4,276-9.4% | $6,341-38.9% |
| Admin fee / account holder | $1,679 | $6,753-75.1% | $5,949-71.8% | $12,309-86.4% |