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 3-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 | $44,029 | $101,317-56.5% | $146,958-70.0% | $74,495-40.9% |
| Participation rate | 80.3% | 75.5%+4.7pp | 82.2%-1.9pp | 67.2%+13.1pp |
| Annual return | 38.08% | 8730.91%-8692.8pp | 418.34%-380.3pp | 1364.94%-1326.9pp |
| Employer contribution / active EE | $3,650 | $3,810-4.2% | $4,933-26.0% | $2,623+39.1% |
| Participant deferral / active EE | $5,516 | $7,303-24.5% | $8,070-31.6% | $4,346+26.9% |
| Admin fee / account holder | $6,140 | $1,739+253.1% | $12,998-52.8% | $1,942+216.2% |