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 | $51,580 | $63,703-19.0% | $93,063-44.6% | $82,448-37.4% |
| Participation rate | 74.5% | 63.8%+10.6pp | 72.1%+2.4pp | 68.1%+6.4pp |
| Annual return | 28.69% | -775.43%+804.1pp | 34.15%-5.5pp | 41.64%-13.0pp |
| Employer contribution / active EE | $3,548 | $1,729+105.3% | $2,476+43.3% | $2,551+39.1% |
| Participant deferral / active EE | $5,830 | $2,919+99.7% | $3,958+47.3% | $4,139+40.8% |
| Admin fee / account holder | $5,890 | $5,982-1.5% | $6,033-2.4% | $7,234-18.6% |