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 | $76,153 | $108,172-29.6% | $77,482-1.7% | $158,922-52.1% |
| Participation rate | 77.8% | 64.4%+13.4pp | 54.2%+23.6pp | 82.0%-4.2pp |
| Annual return | 84.97% | 31.67%+53.3pp | 54.79%+30.2pp | 302.83%-217.9pp |
| Employer contribution / active EE | $1,095 | $1,325-17.3% | $986+11.0% | $4,761-77.0% |
| Participant deferral / active EE | $3,990 | $2,456+62.5% | $1,861+114.4% | $5,982-33.3% |
| Admin fee / account holder | $781 | $3,708-78.9% | $2,858-72.7% | $11,246-93.1% |