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 | $76,365 | $102,317-25.4% | $146,958-48.0% | $80,856-5.6% |
| Participation rate | 73.2% | 75.8%-2.7pp | 82.2%-9.0pp | 67.6%+5.5pp |
| Annual return | 17.61% | 134.76%-117.1pp | 418.34%-400.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $3,280 | $3,713-11.7% | $4,933-33.5% | $2,755+19.1% |
| Participant deferral / active EE | $7,688 | $6,644+15.7% | $8,070-4.7% | $4,296+79.0% |
| Admin fee / account holder | $2,410 | $7,941-69.7% | $12,998-81.5% | $6,918-65.2% |