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 | $32,219 | $183,519-82.4% | $155,509-79.3% | $145,922-77.9% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 12.33% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,609 | $5,313-50.9% | $4,672-44.2% | $4,660-44.0% |
| Participant deferral / active EE | $5,849 | $6,462-9.5% | $5,626+4.0% | $6,688-12.5% |
| Admin fee / account holder | $1,989 | $19,313-89.7% | $15,912-87.5% | $13,397-85.2% |