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 | $41,134 | $89,753-54.2% | $107,525-61.7% | $84,808-51.5% |
| Participation rate | 97.6% | 68.1%+29.6pp | 75.1%+22.5pp | 68.3%+29.3pp |
| Annual return | 16.47% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,357 | $3,113-24.3% | $3,754-37.2% | $2,631-10.4% |
| Participant deferral / active EE | $4,870 | $4,056+20.1% | $5,116-4.8% | $4,212+15.6% |
| Admin fee / account holder | $1,290 | $7,222-82.1% | $8,919-85.5% | $7,344-82.4% |