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 | $43,952 | $118,849-63.0% | $96,562-54.5% | $167,490-73.8% |
| Participation rate | 88.2% | 75.5%+12.8pp | 69.8%+18.4pp | 82.1%+6.1pp |
| Annual return | 14.71% | 50.49%-35.8pp | 37.78%-23.1pp | 478.56%-463.8pp |
| Employer contribution / active EE | $982 | $3,120-68.5% | $2,356-58.3% | $4,837-79.7% |
| Participant deferral / active EE | $2,660 | $4,616-42.4% | $3,849-30.9% | $6,341-58.1% |
| Admin fee / account holder | $15,040 | $8,065+86.5% | $6,181+143.3% | $12,309+22.2% |