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 | $12,686 | $90,348-86.0% | $75,972-83.3% | $145,922-91.3% |
| Participation rate | 76.9% | 74.5%+2.5pp | 69.1%+7.9pp | 80.3%-3.4pp |
| Annual return | 8.91% | 620.88%-612.0pp | 359.55%-350.6pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,565 | $3,311-52.7% | $2,685-41.7% | $4,660-66.4% |
| Participant deferral / active EE | $2,732 | $5,162-47.1% | $4,255-35.8% | $6,688-59.2% |
| Admin fee / account holder | $5,391 | $8,467-36.3% | $6,467-16.6% | $13,397-59.8% |