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 8-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 | $43,078 | $59,107-27.1% | $86,436-50.2% | $68,494-37.1% |
| Participation rate | 70.8% | 75.2%-4.4pp | 80.3%-9.5pp | 67.9%+2.9pp |
| Annual return | 12.45% | -0.23%+12.7pp | 4394.89%-4382.4pp | -7.84%+20.3pp |
| Employer contribution / active EE | $3,644 | $2,519+44.7% | $3,769-3.3% | $2,596+40.4% |
| Participant deferral / active EE | $8,283 | $5,901+40.4% | $6,952+19.1% | $4,027+105.7% |
| Admin fee / account holder | $4,151 | $5,637-26.4% | $6,731-38.3% | $5,403-23.2% |