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 | $32,627 | $108,919-70.0% | $100,391-67.5% | $145,922-77.6% |
| Participation rate | 88.9% | 82.9%+6.0pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 12.55% | 57.88%-45.3pp | 49.20%-36.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,531 | $4,419-20.1% | $3,942-10.4% | $4,660-24.2% |
| Participant deferral / active EE | $5,053 | $8,445-40.2% | $8,082-37.5% | $6,688-24.4% |
| Admin fee / account holder | $1,615 | $9,689-83.3% | $7,899-79.6% | $13,397-87.9% |