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 | $86,367 | $102,317-15.6% | $146,958-41.2% | $80,856+6.8% |
| Participation rate | 77.2% | 75.8%+1.4pp | 82.2%-4.9pp | 67.6%+9.6pp |
| Annual return | 19.01% | 134.76%-115.8pp | 418.34%-399.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $4,028 | $3,713+8.5% | $4,933-18.4% | $2,755+46.2% |
| Participant deferral / active EE | $8,781 | $6,644+32.2% | $8,070+8.8% | $4,296+104.4% |
| Admin fee / account holder | $9,170 | $7,941+15.5% | $12,998-29.5% | $6,918+32.6% |