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 | $44,132 | $56,114-21.4% | $96,139-54.1% | $85,850-48.6% |
| Participation rate | 91.3% | 56.7%+34.6pp | 68.4%+22.9pp | 69.3%+22.0pp |
| Annual return | 15.54% | 42.30%-26.8pp | 191.94%-176.4pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,341 | $1,620+44.5% | $2,797-16.3% | $2,565-8.7% |
| Participant deferral / active EE | $4,789 | $2,859+67.5% | $4,349+10.1% | $3,952+21.2% |
| Admin fee / account holder | $3,863 | $3,768+2.5% | $5,537-30.2% | $6,260-38.3% |