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 | $60,614 | $154,117-60.7% | $129,995-53.4% | $139,434-56.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 31.25% | 32.48%-1.2pp | -137.18%+168.4pp | 372.94%-341.7pp |
| Employer contribution / active EE | $2,355 | $5,289-55.5% | $4,320-45.5% | $4,751-50.4% |
| Participant deferral / active EE | $9,079 | $6,710+35.3% | $5,820+56.0% | $6,710+35.3% |
| Admin fee / account holder | $2,217 | $14,007-84.2% | $10,614-79.1% | $11,403-80.6% |