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 | $36,762 | $126,519-70.9% | $106,201-65.4% | $145,959-74.8% |
| Participation rate | 83.3% | 77.7%+5.7pp | 75.3%+8.0pp | 80.3%+3.0pp |
| Annual return | 11.79% | 225.10%-213.3pp | 116.26%-104.5pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,671 | $3,726-55.1% | $3,170-47.3% | $4,661-64.1% |
| Participant deferral / active EE | $7,336 | $5,716+28.3% | $5,012+46.4% | $6,689+9.7% |
| Admin fee / account holder | $2,166 | $17,312-87.5% | $11,039-80.4% | $13,398-83.8% |