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 9-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 | $27,539 | $82,664-66.7% | $125,339-78.0% | $68,494-59.8% |
| Participation rate | 79.3% | 75.0%+4.3pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | 69.77% | -5.97%+75.7pp | 572.05%-502.3pp | -7.84%+77.6pp |
| Employer contribution / active EE | $2,229 | $3,381-34.1% | $4,814-53.7% | $2,596-14.1% |
| Participant deferral / active EE | $5,008 | $6,110-18.0% | $7,446-32.7% | $4,027+24.4% |
| Admin fee / account holder | $2,905 | $6,275-53.7% | $10,010-71.0% | $5,403-46.2% |