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 | $43,682 | $65,409-33.2% | $98,442-55.6% | $85,850-49.1% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.3%+5.7pp |
| Annual return | 17.41% | 21.76%-4.3pp | 1492.73%-1475.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,010 | $2,168-53.4% | $2,960-65.9% | $2,565-60.6% |
| Participant deferral / active EE | $6,971 | $3,166+120.1% | $4,276+63.0% | $3,952+76.4% |
| Admin fee / account holder | $4,178 | $4,593-9.0% | $5,949-29.8% | $6,260-33.3% |