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 | $36,175 | $86,286-58.1% | $111,297-67.5% | $85,850-57.9% |
| Participation rate | 70.0% | 73.3%-3.3pp | 77.3%-7.3pp | 69.3%+0.7pp |
| Annual return | 18.40% | 19.99%-1.6pp | 54.65%-36.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $2,824 | $2,043+38.2% | $2,731+3.4% | $2,565+10.1% |
| Participant deferral / active EE | $5,478 | $3,641+50.5% | $4,487+22.1% | $3,952+38.6% |
| Admin fee / account holder | $1,556 | $8,188-81.0% | $7,964-80.5% | $6,260-75.1% |