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 | $41,573 | $102,317-59.4% | $146,958-71.7% | $80,856-48.6% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.2%-7.7pp | 67.6%+6.8pp |
| Annual return | 12.57% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,315 | $3,713-37.7% | $4,933-53.1% | $2,755-16.0% |
| Participant deferral / active EE | $5,452 | $6,644-17.9% | $8,070-32.4% | $4,296+26.9% |
| Admin fee / account holder | $2,145 | $7,941-73.0% | $12,998-83.5% | $6,918-69.0% |