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 | $37,409 | $74,888-50.0% | $71,209-47.5% | $142,382-73.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.32% | 345.14%-328.8pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,711 | $2,854-5.0% | $2,721-0.4% | $4,299-36.9% |
| Participant deferral / active EE | $11,208 | $4,454+151.6% | $4,175+168.5% | $6,507+72.2% |
| Admin fee / account holder | $8,560 | $5,568+53.7% | $5,349+60.0% | $12,624-32.2% |