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 | $41,246 | $98,750-58.2% | $149,696-72.4% | $79,858-48.4% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.5%+5.3pp | 69.6%+18.1pp |
| Annual return | 21.55% | 27.43%-5.9pp | 276.60%-255.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,987 | $3,216-38.2% | $4,644-57.2% | $2,471-19.6% |
| Participant deferral / active EE | $4,897 | $5,680-13.8% | $6,842-28.4% | $3,740+30.9% |
| Admin fee / account holder | $2,254 | $6,053-62.8% | $9,309-75.8% | $5,306-57.5% |