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 | $36,736 | $100,773-63.5% | $88,946-58.7% | $142,382-74.2% |
| Participation rate | 95.8% | 74.3%+21.5pp | 68.8%+27.0pp | 80.1%+15.7pp |
| Annual return | 18.28% | 70.18%-51.9pp | 57.82%-39.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,047 | $2,918-29.9% | $2,555-19.9% | $4,299-52.4% |
| Participant deferral / active EE | $4,984 | $5,230-4.7% | $4,581+8.8% | $6,507-23.4% |
| Admin fee / account holder | $1,340 | $9,693-86.2% | $8,261-83.8% | $12,624-89.4% |