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 | $39,020 | $102,616-62.0% | $81,983-52.4% | $158,922-75.4% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.2%+23.1pp | 82.0%+10.3pp |
| Annual return | 27.90% | 61.04%-33.1pp | 41.31%-13.4pp | 302.83%-274.9pp |
| Employer contribution / active EE | $2,149 | $3,240-33.7% | $2,498-14.0% | $4,761-54.9% |
| Participant deferral / active EE | $2,186 | $4,648-53.0% | $3,722-41.3% | $5,982-63.5% |
| Admin fee / account holder | $4,329 | $8,235-47.4% | $5,664-23.6% | $11,246-61.5% |