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 | $53,992 | $102,317-47.2% | $146,958-63.3% | $80,856-33.2% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.2%+2.0pp | 67.6%+16.5pp |
| Annual return | 14.80% | 134.76%-120.0pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,281 | $3,713-11.6% | $4,933-33.5% | $2,755+19.1% |
| Participant deferral / active EE | $9,279 | $6,644+39.7% | $8,070+15.0% | $4,296+116.0% |
| Admin fee / account holder | $1,981 | $7,941-75.1% | $12,998-84.8% | $6,918-71.4% |