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 | $55,064 | $70,908-22.3% | $98,907-44.3% | $73,488-25.1% |
| Participation rate | 71.2% | 73.8%-2.6pp | 76.0%-4.9pp | 70.7%+0.5pp |
| Annual return | 13.77% | 34.17%-20.4pp | 196.43%-182.7pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,379 | $2,036-32.3% | $2,689-48.7% | $2,270-39.2% |
| Participant deferral / active EE | $2,578 | $3,500-26.3% | $4,244-39.3% | $3,740-31.1% |
| Admin fee / account holder | $1,185 | $535+121.5% | $6,642-82.2% | $513+130.9% |