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 | $44,815 | $81,208-44.8% | $98,907-54.7% | $79,858-43.9% |
| Participation rate | 88.4% | 72.5%+15.9pp | 76.0%+12.4pp | 69.6%+18.8pp |
| Annual return | 21.39% | 60.99%-39.6pp | 196.43%-175.0pp | 31.71%-10.3pp |
| Employer contribution / active EE | $2,652 | $1,960+35.3% | $2,689-1.4% | $2,471+7.3% |
| Participant deferral / active EE | $6,614 | $3,265+102.6% | $4,244+55.8% | $3,740+76.8% |
| Admin fee / account holder | $1,731 | $6,013-71.2% | $6,642-73.9% | $5,306-67.4% |