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 | $42,552 | $99,877-57.4% | $84,966-49.9% | $145,922-70.8% |
| Participation rate | 81.3% | 74.1%+7.2pp | 67.5%+13.7pp | 80.3%+1.0pp |
| Annual return | 15.98% | 83.76%-67.8pp | 66.38%-50.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,380 | $3,231-26.3% | $2,727-12.7% | $4,660-48.9% |
| Participant deferral / active EE | $7,878 | $5,291+48.9% | $4,519+74.3% | $6,688+17.8% |
| Admin fee / account holder | $1,893 | $7,248-73.9% | $6,149-69.2% | $13,397-85.9% |