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 | $40,127 | $109,327-63.3% | $89,391-55.1% | $158,922-74.8% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 10.27% | 345.68%-335.4pp | 245.62%-235.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,021 | $3,170-36.2% | $2,586-21.8% | $4,761-57.5% |
| Participant deferral / active EE | $3,592 | $4,598-21.9% | $3,890-7.7% | $5,982-40.0% |
| Admin fee / account holder | $8,466 | $6,153+37.6% | $4,881+73.4% | $11,246-24.7% |