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 | $62,785 | $105,181-40.3% | $159,436-60.6% | $85,850-26.9% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.8%-4.3pp | 69.3%+9.3pp |
| Annual return | 26.40% | 45.07%-18.7pp | 263.57%-237.2pp | 318.53%-292.1pp |
| Employer contribution / active EE | $2,859 | $3,318-13.8% | $4,829-40.8% | $2,565+11.5% |
| Participant deferral / active EE | $4,898 | $5,945-17.6% | $7,352-33.4% | $3,952+24.0% |
| Admin fee / account holder | $1,023 | $6,933-85.2% | $10,799-90.5% | $6,260-83.7% |