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 | $57,076 | $74,888-23.8% | $71,209-19.8% | $142,382-59.9% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 14.09% | 345.14%-331.1pp | 282.51%-268.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,836 | $2,854-0.6% | $2,721+4.2% | $4,299-34.0% |
| Participant deferral / active EE | $5,927 | $4,454+33.0% | $4,175+41.9% | $6,507-8.9% |
| Admin fee / account holder | $8,130 | $5,568+46.0% | $5,349+52.0% | $12,624-35.6% |