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 | $46,099 | $83,369-44.7% | $105,223-56.2% | $67,986-32.2% |
| Participation rate | 72.1% | 56.3%+15.8pp | 75.0%-2.9pp | 57.2%+14.9pp |
| Annual return | 17.93% | 24.64%-6.7pp | 180.65%-162.7pp | 31.67%-13.7pp |
| Employer contribution / active EE | $2,177 | $2,541-14.3% | $3,689-41.0% | $2,019+7.8% |
| Participant deferral / active EE | $3,809 | $3,295+15.6% | $5,072-24.9% | $3,358+13.4% |
| Admin fee / account holder | $43,028 | $4,073+956.5% | $8,859+385.7% | $3,203+1243.3% |