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 6-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 | $40,552 | $109,817-63.1% | $98,442-58.8% | $167,490-75.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 16.54% | 1956.69%-1940.2pp | 1492.73%-1476.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,114 | $3,224-65.5% | $2,960-62.4% | $4,837-77.0% |
| Participant deferral / active EE | $1,545 | $4,673-66.9% | $4,276-63.9% | $6,341-75.6% |
| Admin fee / account holder | $373 | $6,753-94.5% | $5,949-93.7% | $12,309-97.0% |