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 8-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 | $38,718 | $91,190-57.5% | $178,490-78.3% | $79,858-51.5% |
| Participation rate | 70.0% | 69.2%+0.8pp | 81.9%-11.9pp | 69.6%+0.4pp |
| Annual return | 16.97% | 24.19%-7.2pp | 151.07%-134.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,771 | $3,256-45.6% | $5,011-64.7% | $2,471-28.3% |
| Participant deferral / active EE | $4,623 | $3,236+42.9% | $5,202-11.1% | $3,740+23.6% |
| Admin fee / account holder | $2,267 | $6,751-66.4% | $13,984-83.8% | $5,306-57.3% |