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 | $66,744 | $99,877-33.2% | $84,966-21.4% | $145,922-54.3% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 10.81% | 83.76%-73.0pp | 66.38%-55.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,455 | $3,231-55.0% | $2,727-46.7% | $4,660-68.8% |
| Participant deferral / active EE | $4,178 | $5,291-21.0% | $4,519-7.6% | $6,688-37.5% |
| Admin fee / account holder | $326 | $7,248-95.5% | $6,149-94.7% | $13,397-97.6% |