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 | $36,944 | $197,591-81.3% | $177,821-79.2% | $158,922-76.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 18.01% | 58.76%-40.7pp | 48.32%-30.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,185 | $6,697-67.4% | $5,918-63.1% | $4,761-54.1% |
| Participant deferral / active EE | $4,888 | $8,405-41.8% | $7,714-36.6% | $5,982-18.3% |
| Admin fee / account holder | $384 | $15,399-97.5% | $12,427-96.9% | $11,246-96.6% |