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 3-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 | $40,278 | $102,317-60.6% | $146,958-72.6% | $80,856-50.2% |
| Participation rate | 75.5% | 75.8%-0.3pp | 82.2%-6.6pp | 67.6%+7.9pp |
| Annual return | 22.55% | 134.76%-112.2pp | 418.34%-395.8pp | 35.59%-13.0pp |
| Employer contribution / active EE | $3,206 | $3,713-13.6% | $4,933-35.0% | $2,755+16.4% |
| Participant deferral / active EE | $8,473 | $6,644+27.5% | $8,070+5.0% | $4,296+97.2% |
| Admin fee / account holder | $2,683 | $7,941-66.2% | $12,998-79.4% | $6,918-61.2% |