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 | $56,930 | $118,680-52.0% | $98,907-42.4% | $158,922-64.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 10.32% | 372.35%-362.0pp | 196.43%-186.1pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,529 | $3,333-54.1% | $2,689-43.1% | $4,761-67.9% |
| Participant deferral / active EE | $1,604 | $5,088-68.5% | $4,244-62.2% | $5,982-73.2% |
| Admin fee / account holder | $596 | $10,131-94.1% | $6,642-91.0% | $11,246-94.7% |