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 | $88,853 | $85,202+4.3% | $172,739-48.6% | $72,985+21.7% |
| Participation rate | 76.0% | 70.1%+5.9pp | 82.6%-6.6pp | 69.5%+6.5pp |
| Annual return | 27.85% | 27.32%+0.5pp | 802.84%-775.0pp | 81.00%-53.2pp |
| Employer contribution / active EE | $1,402 | $3,324-57.8% | $5,143-72.7% | $2,440-42.5% |
| Participant deferral / active EE | $3,337 | $3,260+2.4% | $5,198-35.8% | $3,607-7.5% |
| Admin fee / account holder | $1,122 | $5,884-80.9% | $13,954-92.0% | $5,124-78.1% |