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 | $43,003 | $96,128-55.3% | $136,007-68.4% | $80,856-46.8% |
| Participation rate | 71.7% | 71.2%+0.5pp | 76.5%-4.8pp | 67.6%+4.1pp |
| Annual return | 13.18% | 28.71%-15.5pp | 579.32%-566.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,568 | $3,351-23.4% | $4,217-39.1% | $2,755-6.8% |
| Participant deferral / active EE | $8,598 | $5,709+50.6% | $7,025+22.4% | $4,296+100.2% |
| Admin fee / account holder | $11,936 | $8,236+44.9% | $6,858+74.0% | $6,918+72.5% |