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 7-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 | $76,680 | $111,724-31.4% | $93,606-18.1% | $145,922-47.5% |
| Participation rate | 78.3% | 74.2%+4.1pp | 68.7%+9.5pp | 80.3%-2.0pp |
| Annual return | 13.46% | 202.98%-189.5pp | 133.20%-119.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,745 | $3,090-43.5% | $2,420-27.9% | $4,660-62.5% |
| Participant deferral / active EE | $3,557 | $4,912-27.6% | $4,411-19.4% | $6,688-46.8% |
| Admin fee / account holder | $4,641 | $10,250-54.7% | $8,285-44.0% | $13,397-65.4% |