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 | $29,709 | $53,822-44.8% | $75,696-60.8% | $85,850-65.4% |
| Participation rate | 76.9% | 69.1%+7.9pp | 74.8%+2.1pp | 69.3%+7.6pp |
| Annual return | 19.40% | 24.54%-5.1pp | 104.53%-85.1pp | 318.53%-299.1pp |
| Employer contribution / active EE | $2,128 | $2,017+5.5% | $2,743-22.4% | $2,565-17.0% |
| Participant deferral / active EE | $5,331 | $2,895+84.1% | $3,821+39.5% | $3,952+34.9% |
| Admin fee / account holder | $1,609 | $3,343-51.9% | $3,619-55.5% | $6,260-74.3% |