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 4-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 | $37,674 | $102,317-63.2% | $146,958-74.4% | $80,856-53.4% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 17.05% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,126 | $3,713-15.8% | $4,933-36.6% | $2,755+13.5% |
| Participant deferral / active EE | $10,027 | $6,644+50.9% | $8,070+24.3% | $4,296+133.4% |
| Admin fee / account holder | $3,941 | $7,941-50.4% | $12,998-69.7% | $6,918-43.0% |