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 | $34,265 | $109,982-68.8% | $97,226-64.8% | $145,922-76.5% |
| Participation rate | 90.9% | 75.9%+15.0pp | 72.7%+18.2pp | 80.3%+10.6pp |
| Annual return | 11.53% | 242.90%-231.4pp | 75.13%-63.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,081 | $3,084-65.0% | $2,729-60.4% | $4,660-76.8% |
| Participant deferral / active EE | $4,050 | $4,676-13.4% | $4,264-5.0% | $6,688-39.4% |
| Admin fee / account holder | $5,024 | $6,221-19.2% | $5,654-11.1% | $13,397-62.5% |