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 | $51,653 | $102,317-49.5% | $146,958-64.9% | $80,856-36.1% |
| Participation rate | 70.7% | 75.8%-5.1pp | 82.2%-11.5pp | 67.6%+3.1pp |
| Annual return | 18.00% | 134.76%-116.8pp | 418.34%-400.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,784 | $3,713-25.0% | $4,933-43.6% | $2,755+1.1% |
| Participant deferral / active EE | $5,086 | $6,644-23.4% | $8,070-37.0% | $4,296+18.4% |
| Admin fee / account holder | $3,724 | $7,941-53.1% | $12,998-71.3% | $6,918-46.2% |