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 | $29,466 | $102,317-71.2% | $146,958-79.9% | $80,856-63.6% |
| Participation rate | 75.7% | 75.8%-0.2pp | 82.2%-6.5pp | 67.6%+8.0pp |
| Annual return | 18.82% | 134.76%-115.9pp | 418.34%-399.5pp | 35.59%-16.8pp |
| Employer contribution / active EE | $3,258 | $3,713-12.3% | $4,933-34.0% | $2,755+18.3% |
| Participant deferral / active EE | $5,691 | $6,644-14.3% | $8,070-29.5% | $4,296+32.5% |
| Admin fee / account holder | $1,278 | $7,941-83.9% | $12,998-90.2% | $6,918-81.5% |