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 | $54,579 | $99,079-44.9% | $77,999-30.0% | $273,961-80.1% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.5%-5.5pp | 83.0%-13.0pp |
| Annual return | 3.95% | 217.93%-214.0pp | 425.96%-422.0pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,858 | $3,308-43.8% | $2,470-24.8% | $4,869-61.8% |
| Participant deferral / active EE | $4,927 | $4,306+14.4% | $3,497+40.9% | $5,287-6.8% |
| Admin fee / account holder | $698 | $8,954-92.2% | $5,480-87.3% | $10,132-93.1% |